Hans T. Blake

INTELLIGENT INVESTING

Greenville, SC 29607

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CRD#: 5982431

Professional summary

Hans Timothy Blake, who also goes by Hans Blake, is a registered financial advisor currently at INTELLIGENT INVESTING located in Greenville, South Carolina.

Hans is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Hans has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hans Blake

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.

Hans T. Blake serves as the Chairman of Piedmont Women's Center, a non-profit organization for women's health care. Mr. Blake's duties at Piedmont Women's Center does not create a conflict of interest to his provision at Intelligent Investing, LLC. Mr. Blake devotes approximately 5-10 hours per quarter in this capacity and does not receive compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hans Timothy 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®

None

Experience

Current

May 1, 2017 - Present

INTELLIGENT INVESTING

Office #1: 33 Market Point Drive, Greenville, SC 29607

RIA

CRD#: 286436

Greenville, SC

Past

November 18, 2011 - May 23, 2017

PLANFIRST INC

RIA

CRD#: 108941

GREENVILLE, 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.

Highlighted states indicate IAR registrations

IAR

South Carolina
(5/1/2017)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2011

Uniform Investment Adviser Law Examination

Current Firm

INTELLIGENT INVESTING

INTELLIGENT INVESTING | INTELLIGENT INVESTING, LLC | INTELLIGENT INVESTING ADVISORS

CRD#: 286436 / SEC#:

North Carolina

Registered Investment Advisory firm - (11/24/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (4/24/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

33 Market Point Drive, Greenville, SC 29607

Mailing Address

Phone number

(864) 679-0500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 46,967,270

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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Hans T. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hans Timothy Blake's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLIGENT INVESTING

PLANFIRST INC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2011

Current Firm

INTELLIGENT INVESTING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLIGENT INVESTING

TRUST BUT VERIFY

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