KB
Keri E. Blake
WEALTHCARE CAPITAL PARTNERS
Indianola, IA 50125
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CRD#: 4605995
KB
Professional summary
Keri Elizabeth Blake, who also goes by Keri Elizabeth Fellows, is a registered financial advisor currently at WEALTHCARE CAPITAL PARTNERS, LLC located in Indianola, Iowa and ARKADIOS CAPITAL located in Indianola, Iowa.
Keri is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Keri has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Keri Elizabeth Fellows
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. Fellows & Blake Financial, Is Investment Related, 700 E 2nd Ave, Indianola, IA, 50125-2713, United States, Fellows Financial Group DBA Fellows & Blake Financial, FA, 1/1/2025, 150 hours per month, 2 hours per month during trading hours, Fee Based Compensation, Financial planning 2. Keri Blake is Dually Registered with Wealthcare Capital Partners LLC as an Investment Advisor Representative and Arkadios Capital, LLC as a Registered Representative. Mrs. Blake has been dually registered since 07/2024. Approximately 10% of her time is spent as a Registered Representative. 3. Advisors Excel, Is Not Investment Related, Fellows Financial Group, 700 E 2ND AVE, Indianola, IA, 50125, Annuity sales, FA, 6/25/2024, 5 hours per month, 5 hours per month during trading hours, Sell Fixed annuities through Advisor Excel 4. Kuorum Partners, Is Not Investment Related,"1201 N. Orange St Ste 729, Wilmington, DE, 19801, United States, Life Insurance, FA, 1/1/2025, 2 hours per month, 0 hours per month during trading hours, Commission Compensation, Life insurance for estate planning and protection needs. 5. FFG Too, Is Investment Related, 700 E 2nd St, Indianola, IA, 50125-2713, United States, Fellows Financial Group, Partner, 1/1/2025, 5 hours per month, 2 hours per month during trading hours, Fee Based Compensation, Partner and financial planning
CRS (Client Relationship Summary) - RIA
Click below to view Keri Elizabeth Blake'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®
NoneExperience
Current
July 12, 2024 - Present
WEALTHCARE CAPITAL PARTNERS, LLC
Office #1: 700 East 2nd Ave., Indianola, IA 50125RIA
CRD#: 330300
Indianola, IA
Current
November 15, 2023 - Present
ARKADIOS CAPITAL
Office #1: 700 East 2nd Ave, Indianola, IA 50125BD
CRD#: 282710
Indianola, IA
Past
October 10, 2019 - December 6, 2024
WEALTHCARE ADVISORY PARTNERS LLC
RIA
CRD#: 171976
Indianola, IA
Past
October 10, 2019 - November 30, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
INDIANOLA, IA
Past
May 10, 2010 - October 14, 2019
EDWARD JONES
RIA
CRD#: 250
INDIANOLA, IA
Past
April 26, 2010 - October 14, 2019
EDWARD JONES
BD
CRD#: 250
INDIANOLA, IA
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".
WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE
CRD#: 330300 / SEC#: 801-129749
RIA
Registered Investment Advisory firm - (4/24/2024 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.RR
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
RR
Arizona(11/15/2023)
RR
Florida(11/15/2023)
RR
Indiana(11/15/2023)
RR
Iowa(11/15/2023)
IAR
Iowa(7/12/2024)
RR
Louisiana(11/15/2023)
RR
Missouri(11/15/2023)
RR
New Mexico(11/15/2023)
RR
Texas(11/15/2023)
RR
Virginia(11/15/2023)
RR
Washington(11/15/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE
CRD#: 330300 / SEC#: 801-129749
RIA
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Contact information
Main Address
1065 Andrew Drive, West Chester, PA 19380
Mailing Address
Phone number
(804) 644-4711
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,395 |
| AUM (Assets Under Management) | $ 330,922,755 |
Red Flags
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Company Information
WEALTHCARE CAPITAL PARTNERS, LLC
CRD#: 330300Indianola, IA 50125TRUST BUT VERIFY
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