Blake FurgersonCRD Number: 6055795
Current Firm: Robert W. Baird & Company Incorporated
Compensation Model: Both
Box Financial Advisors, LLC
Schulz Wealth, Ltd.
Aspen Wealth Management
|Robert W. Baird||Ft. Worth, TX||Oct 2015 - Current||1|
|Robert W. Baird & Company Incorporated||Fort Worth, TX||Dec 2012 - Jun 2015||2|
|Ancora Securities Inc.||Cleveland, OH||Apr 2012 - Dec 2012||< 1|
|Northcoast Research Partners||Cleveland, OH||Jan 2012 - Dec 2012||< 1|
|Northcoast Research Partners||Cleveland, OH||Aug 2011 - Jan 2012||< 1|
|John Carroll University||University Heights, OH||Aug 2010 - Dec 2011||1|
|Canterbury Golf Club||Shaker Heights, OH||May 2005 - Aug 2011||6|
|Roulston Reseach||Woodmere, OH||Jan 2011 - May 2011||< 1|
|John Carroll University||University Heights, OH||Jan 2008 - May 2010||2|
|John Carroll University||University Heights, OH||Jan 2008 - May 2008||< 1|
|Dick's Sporting Goods||Westlake, OH||Jul 2007 - Jan 2008||< 1|
|Loyola University||Baltimore, OH||Aug 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management83,910MILLIONS
Total Number of Accounts90,406ACCOUNTS
Average Account Value$928,144
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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