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WB

William S. Blakemore

GUIDESTREAM FINANCIAL
Spring Arbor, MI 49283
Some features on this profile are disabled
CRD#: 2684446
WB

Professional summary


William Scott Blakemore, who also goes by Scott Blakemore, William Blakemore, is a registered financial advisor currently at GUIDESTREAM FINANCIAL, INC. located in Spring Arbor, Michigan.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. William has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Scott Blakemore | William Blakemore

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.
Name of the other business: OpticEdge LLC; Investment-related: Non-Investment related; Address: 5555 E 13 Mile Road, Paris, MI 49338; Nature of the other business: Sells outdoor digital signs and traditional signs to businesses, non-profits and professionals; Position/Title: Minority Owner, Marketing Consultant; Start date of your relationship: October 7th, 2019; Approx. number of hours/month: 20 hours per month; 0 during securities trading hours; Duties: Assist with analyzing marketing strategies (copy and image) and sales flow processes.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William Scott Blakemore's CRS (Customer Relationship Summary).
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®
None

Experience


Current

February 2, 2010 - Present

GUIDESTREAM FINANCIAL, INC.

Office #1: 8050 Spring Arbor Road, Spring Arbor, MI 49283
RIA
CRD#: 150890
Spring Arbor, MI
Past

March 1, 1996 - January 14, 1997

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

December 22, 1995 - February 26, 1996

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GF
GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC. | KING ADVISORY SERVICES, LLC | KING ADVISORY SERVICES, INC.

CRD#: 150890 / SEC#: 801-70418

RIA
Registered Investment Advisory firm - (8/24/2009 Approved)

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
Michigan
(2/2/2010)
IAR
Texas
(11/8/2012)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/15/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


GF
GUIDESTREAM FINANCIAL, INC.
GUIDESTREAM FINANCIAL, INC. | KING ADVISORY SERVICES, LLC | KING ADVISORY SERVICES, INC.

CRD#: 150890 / SEC#: 801-70418

RIA
Registered Investment Advisory firm - (8/24/2009 Approved)
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Contact information


Main Address
8050 Spring Arbor Road, Spring Arbor, MI 49283
Mailing Address
P.o. Box 580, Spring Arbor, MI 49283
Phone number
(517) 750-2727
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (7/30/2025)

Regulatory assets under management


Total Number of Accounts1,646
AUM (Assets Under Management)$ 217,249,752

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
02/28/2025
Cover Page
03/29/2024
04/28/2023

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.

Company Information


GUIDESTREAM FINANCIAL, INC.

CRD#: 150890Spring Arbor, MI 49283

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