Blake Appell, financial advisor Belmont MI

Blake Appell

CRD Number: 6895029
Current Firm: Henrickson Nauta Wealth Advisors, Inc.

Blake Appell (CRD# 6895029) is an Investment Advisor Representative working at Henrickson Nauta Wealth Advisors, Inc. in Belmont, MI and has over 5 years of experience in the finance industry. Blake Appell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Henrickson Nauta Wealth Advisors, Inc. Grand Rapids, MI Sep 2020 - Current 3
Ae Wealth Management, LLC Topeka, KS Dec 2019 - Sep 2020 < 1
Trifound Financial, LLC Kalamazoo, MI Sep 2019 - Mar 2020 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids, MI Dec 2017 - Jul 2019 1
Bank Of America, N.a. Grand Rapids, MI May 2018 - Jun 2018 < 1
Fifth Third Bank Grand Rapids, MI Jun 2016 - Dec 2017 1
Planet Fitness Holland, MI Jan 2016 - May 2016 < 1
Hope College Holland, MI Aug 2012 - May 2016 3
Steelcase Inc. Grand Rapids, MI May 2015 - Dec 2015 < 1
City Of Midland Parks And Recreation Midland, MI Jun 2012 - Aug 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Blake A. Appell
Phone Number: 616-361-9308
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    528
    MILLIONS
  • Total Number of Accounts
    1,521
    ACCOUNTS
  • Average Account Value
    $347,393
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

CA, FL, GA, IL, MI, NC, NH, TX

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