Blake D. Amick

WINGSTEM WEALTH

Neeses, SC

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CRD#: 1402104

Professional summary

Blake Deonne Amick, AIF®, CFP® is a registered financial advisor currently at WINGSTEM WEALTH, LLC located in Neeses, South Carolina and PRIVATE CLIENT SERVICES, LLC located in West Columbia, South Carolina.

Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Blake has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. NAME OF OTHER BUSINESS: WINGSTEM SERVICES, INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES AND LIFE SETTLEMENT START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: DBA FOR SALES 2. NAME OF OTHER BUSINESS: COVEY CALL LLC NOT INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, MANAGES TIMBERLAND, START 03/2007, 5HRS/WK (NON-TRADING HOURS), 3. NAME OF OTHER BUSINESS: AMICK, BAHNMULLER AND ASSOC. NOT INVESTMENT RELATED ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: EMPLOYEE BENEFITS FIRM POSITION TITLE: 50% OWNER START DATE: 07/2005 APX NUMBER OF HOURS PER WEEK: 3

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Deonne Amick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

February 9, 2023 - Present

WINGSTEM WEALTH, LLC

RIA

CRD#: 322337

Neeses, SC

Current

February 9, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 171 Lott Ct, West Columbia, SC 29169

RIA

CRD#: 120222

West Columbia, SC

Past

September 3, 2013 - February 21, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WEST COLUMBIA, SC

Past

September 3, 2013 - February 21, 2023

CRD#: 15840

WEST COLUMBIA, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(2/9/2023)

North Carolina
(2/9/2023)

South Carolina
(2/9/2023)

Direct Participation Programs Representative Examination

SRO Registrations

FINRA

Current Firm

WINGSTEM WEALTH, LLC

LONGLEAF ADVISORY SERVICES, LLC | WINGSTEM WEALTH, LLC

CRD#: 322337 / SEC#:

South Carolina

Registered Investment Advisory firm - (2/6/2023 Approved)

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Contact information

Main Address

171 Lott Ct, West Columbia, SC 29169

Mailing Address

Phone number

(803) 791-1111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 75,320,312

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Blake D. Amick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Deonne Amick's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

WALNUT STREET ADVISERS INC

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/15/1999

Series 63

Date: 11/8/1985

SIE

Date: 10/1/2018

Series 6

Date: 11/8/1985

Series 22

Date: 10/17/1985

FINRA

Current Firm

WINGSTEM WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WINGSTEM WEALTH, LLC

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