Blakely Financial Services

Blakely Financial Services (CRD# 173058) is a financial advisory firm headquartered in Stockton, CA. They manage $59,520,904 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $294,658
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Blakely Financial Services
Showing 1 - 2 of 2 top financial advisors.
1
Kate A. Keller
CRD#: 6689097
2800 W. March Lane, Suite 324, Stockton, CA 95219
87
Wealthminder
score

Kate Keller (CRD# 6689097) is an Investment Advisor Representative working at Blakely Financial Services in Stockton, CA and has 1 year of experience in the finance industry.

2
Kurt L. Blakely
CRD#: 720871
2800 W. March Lane, Suite 324, Stockton, CA 95219
83
Wealthminder
score

Kurt Blakely (CRD# 720871) is an Investment Advisor Representative working at Blakely Financial Services in Stockton, CA and has over 32 years of experience in the finance industry.

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