Joann Blake (CRD# 1539534) is an Investment Advisor Representative working with Radabaugh Financial Services in Canton, Michigan and has over 29 years of experience in the finance industry. Joann Blake 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 putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Radabaugh Financial Services | Canton, MI | Dec 2013 - Current | 10 |
| Gleaner Life Insurance | Livonia, MI | Dec 1998 - Current | 25 |
| Avantax Insurance Agency, LLC | Canton, MI | Nov 1998 - Current | 25 |
| Avantax Advisory Services | Canton, MI | Sep 1993 - Current | 30 |
| Avantax Investment Services, Inc. | Canton, MI | Jul 1986 - Current | 37 |
| Personal Representative Of Raymond L Post Estate | Livonia, MI | Jan 2018 - Mar 2019 | 1 |
| United Healthcare Insurance Company | Southfield, MI | Nov 2011 - Dec 2014 | 3 |
| Jts Financial Services, Inc. | Redford, MI | Jan 1988 - Dec 2014 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1986 |
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
- Other
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, VT, WA, WI, WV, WY
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