Blake
Warner

Spc

CRD#6909712
Investment Advisor
in Mount Prospect, IL

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About this Advisor

Blake Warner is a financial advisor based in Mount Prospect, Illinois, working with Spc. Blake has previously held positions at Veolia Water Tech, Anchor Brake Shoe, Sigma Financial Corporation, and Sigma Planning Corporation. Blake has passed the Series 66 regulatory exam and is registered to provide services in multiple states, including Arizona, California, Colorado, Florida, Illinois, Indiana, Iowa, Kentucky, Maryland, Michigan, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Texas, Virginia, Washington, and Wisconsin. Currently, Blake is part of Spc, which operates out of Mount Prospect, Illinois. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1661 Feehanville Dr. Suite 440
Mount Prospect, IL 60056

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

IL Average: $943,424,332
Total Number of Employees

470

IL Average: 21
Total Number of Accounts

30,541

IL Average: 1,586
Average Account Size

$182,147

IL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Blake Warner Work History

2018 - Present (7 years)

Sigma Financial Corporation

2018 - Present (7 years)

Sigma Planning Corporation

2015 - 2018 (3 years)

Anchor Brake Shoe

2008 - 2015 (7 years)

Veolia Water Tech

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Disclosures

Please visit the SEC profile of Blake Warner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Joseph Mole
Lansing, MI
David Haik
Ann Arbor, MI
John Trotter
Castle Rock, CO
Neal Sweeney
Richmond, VA
James Argentine
Mount Prospect, IL
Carlos Dardon
Salt Lake City, UT
Mark Pauwels
Ann Arbor, MI
Margaret Swiess
Willowbrook, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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