Blake
Bailey
Arbor Point Advisors
Answer a few questions and
get matched with an advisor.
About this Advisor
Blake Bailey is a financial advisor working in Saint Charles, Missouri who has 1 year of relevant experience. Bailey currently works for Arbor Point Advisors. Over the course of their career, they have held roles at Ameriprise Financial Services, LLC, Dierbergs Markets, Mcdonald'S (Christian Foods), Mcdonald'S (Bishop Enteriprises), Student, Securities America, Inc and Arbor Point Advisor. Bailey maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. Arbor Point Advisors is a firm that has its headquarters in La Vista, NE. The firm has offices in 138 locations and a total of 1,844 people on staff. It handles $6 billion in total assets between its 30,789 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 30,789 client accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in investable assets. Arbor Point Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types billed by Arbor Point Advisors likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Arbor Point Advisors Brokerage Details
$6,428,973,356
1,844
30,789
$208,807
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
Blake Bailey Work History
Blake has been registered as a financial advisor for 1 years.*
Securities America, Inc
Arbor Point Advisor
Ameriprise Financial Services, LLC
Dierbergs Markets
Mcdonald'S (Bishop Enteriprises)
Mcdonald'S (Christian Foods)
Student
*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 Bailey 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 Arbor Point Advisors
Springfield, OR
Windsor, CT
Auburn, AL
Spokane, WA
Klamath Falls, OR
Vancouver, WA
Deer Lodge, MT
Windsor, CT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
