BB
Blake L. Bottle
WISDOM WEALTH INVESTMENT ADVISORS LLC
Phoenix, AZ 85054
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CRD#: 2065531
BB
Professional summary
Blake Lepage Bottle, ChFC® is a registered financial advisor currently at WISDOM WEALTH INVESTMENT ADVISORS LLC located in Phoenix, Arizona.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Blake has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.
(dba) BOTTLE & MCINERNEY, LLC; Investment Related; 6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054; Financial Services; Member; Start Date 01/1998; 20 hours per month with those 20 hours occurring during trading hours; General administrative and oversight duties as well as facilitating financial planning, securities and fixed insurance sales and service. >> WISDOM WEALTH INVESTMENT ADVISORS, LLC; Investment Related; 6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054; RIA; Investment Advisor Representative/CCO; Start Date 05/2014; 40 hours per month with those 40 hour occurring during trading hours; Custody assets at TD Ameritrade. >> HELIOS INTEGRATED PLANNING; Investment Related; 6930 E Chauncey Lane, Ste 220, Phoenix, AZ 85054; Financial Planning; Financial Advisor; Start Date 03/2021; 3 to 10 hours per month with those hours per month occurring during trading hours; Assist clients in self-preparation of basic estate planning documents.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Lepage Bottle'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®
Experience
Current
May 29, 2014 - Present
WISDOM WEALTH INVESTMENT ADVISORS LLC
Office #1: 6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054RIA
CRD#: 170536
Phoenix, AZ
Past
February 17, 2006 - July 8, 2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
PHOENIX, AZ
Past
August 12, 1998 - December 31, 2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
PHOENIX, AZ
Past
June 28, 1991 - August 24, 1998
BMA FINANCIAL SERVICES, INC.
BD
CRD#: 7943
KANSAS CITY, MO
Past
June 21, 1990 - July 8, 1991
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
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.Highlighted states indicate IAR registrations
IAR
Arizona(5/29/2014)
IAR
California(7/22/2021)
IAR
Nevada(6/4/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
WW
WISDOM WEALTH INVESTMENT ADVISORS LLC
BOTTLE & MCINERNEY, LLC | WISDOM WEALTH INVESTMENT ADVISORS LLC | LUCAS FINANCIAL SERVICES, LLC | JMFS, INC.
CRD#: 170536 / SEC#:
Arizona
Registered Investment Advisory firm - (5/29/2014 Approved)California
Registered Investment Advisory firm - (7/22/2021 Approved)Indiana
Registered Investment Advisory firm - (12/31/2019 Terminated)Louisiana
Registered Investment Advisory firm - (4/14/2025 Approved)Nevada
Registered Investment Advisory firm - (6/4/2014 Approved)Ohio
Registered Investment Advisory firm - (1/2/2020 Terminated)Texas
Registered Investment Advisory firm - (12/31/2019 Terminated)West Virginia
Registered Investment Advisory firm - (12/31/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6930 E. Chauncy Lane Suite 220, Phoenix, AZ 85054
Mailing Address
Phone number
(602) 494-4100
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 621 |
| AUM (Assets Under Management) | $ 109,155,739 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
