Keri E. Blake

WEALTHCARE CAPITAL PARTNERS

Indianola, IA 50125

CRD#: 4605995

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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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keri Elizabeth Blake'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

July 12, 2024 - Present

WEALTHCARE CAPITAL PARTNERS, LLC

Office #1: 1601 N. 14th St., Indianola, IA 50125

RIA

CRD#: 330300

Indianola, IA

Current

November 15, 2023 - Present

ARKADIOS CAPITAL

Office #1: 1601 N. 14th St, Indianola, IA 50125

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

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

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".

WEALTHCARE CAPITAL PARTNERS, LLC

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.

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

Arizona
(11/15/2023)

Florida
(11/15/2023)

Indiana
(11/15/2023)

Iowa
(11/15/2023)

IAR

Iowa
(7/12/2024)

Louisiana
(11/15/2023)

Missouri
(11/15/2023)

New Mexico
(11/15/2023)

Texas
(11/15/2023)

Virginia
(11/15/2023)

Washington
(11/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/7/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/23/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

WEALTHCARE CAPITAL PARTNERS, LLC

CRD#: 330300 / SEC#: 801-129749

RIA

Registered Investment Advisory firm - (4/24/2024 Approved)

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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

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHCARE CAPITAL PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM") (10/17/2025)

Regulatory assets under management

Total Number of Accounts	1,395
AUM (Assets Under Management)	$ 330,922,755

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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Keri E. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keri Elizabeth Blake's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS CAPITAL

WEALTHCARE ADVISORY PARTNERS LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

WEALTHCARE CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/7/2010

SIE

Date: 10/1/2018

Series 7

Date: 4/23/2010

FINRA

Current Firm

WEALTHCARE CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHCARE CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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