Blake
Appell
Henrickson Nauta Wealth Advisors, Inc
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About this Advisor
Blake Appell is a financial advisor operating in Belmont, Michigan with a total of 3 years of relevant experience. Appell is currently employed by Henrickson Nauta Wealth Advisors, Inc. Over the course of their career, they have held roles at Fifth Third Bank, Hope College, Steelcase Inc, City Of Midland Parks And Recreation, Planet Fitness, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Ae Wealth Management, LLC, Trifound Financial, LLC and Henrickson Nauta Wealth Advisors, Inc. Appell holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Michigan. Henrickson Nauta Wealth Advisors, Inc is a company that has its headquarters in Belmont, MI. It has $433 million in assets among its 1,388 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 1,388 customer accounts, 40% are held by high-net-worth clients who have at least $1 million in assets available to invest. Henrickson Nauta Wealth Advisors, Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and other services. Fees for financial advisory services largely vary depending on which services the firm provides the client. Fee types charged by Henrickson Nauta Wealth Advisors, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Henrickson Nauta Wealth Advisors, Inc Brokerage Details
$433,360,329
11
1,388
$312,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Blake Appell Work History
Blake has been registered as a financial advisor for 3 years.*
Henrickson Nauta Wealth Advisors, Inc
Ae Wealth Management, LLC
Trifound Financial, LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Fifth Third Bank
Planet Fitness
Steelcase Inc
Hope College
City Of Midland Parks And Recreation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Blake Appell 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 Henrickson Nauta Wealth Advisors, Inc
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
Belmont, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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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