Stephanie Blakes, financial advisor Houston TX
93 score

Stephanie Blakes

CRD Number: 3083697
Current Firm: Seren Wealth Advisors, LLC

Stephanie Blakes (CRD# 3083697) is an Investment Advisor Representative working at Seren Wealth Advisors, LLC in Houston, TX and has over 5 years of experience in the finance industry. Stephanie Blakes 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
Seren Wealth Advisors, LLC Houston, TX Jan 2016 - Current 2
Penn Mutual Life Ins Co Horsham, PA Feb 2013 - Current 5
Sole Proprietor Houston, TX Feb 2013 - Current 5
Champions Real Estate Group Houston, TX Jul 2011 - Current 6
Hornor Townsend & Kent Inc. Horsham, PA Mar 2013 - Mar 2016 3
Horner Townsend & Kent Inc. Horsham, PA Mar 2013 - Mar 2016 3
Freedommap Houston, TX Apr 2014 - Feb 2016 1
Wealth Development Strategies Investment Advisory Inc. Houston, TX May 2013 - Feb 2016 2
Wealth Development Strategies Houston, TX Dec 2012 - Feb 2016 3
Wealthephiphany Houston, TX Nov 2011 - Dec 2012 1
Cindy Wingo Realtors Inc. Houston, TX Nov 2006 - Jul 2011 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Stephanie I. Blakes
Phone Number: 832-844-1488
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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