Blake B. Faust

ABBEY STREET

VICTORIA, MN

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CRD#: 6315039

Professional summary

Blake Brian Faust, AIF®, CFP®, who also goes by Blake B Faust, is a registered financial advisor currently at ABBEY STREET located in Victoria, Minnesota.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Blake has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blake B Faust

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 Blake Brian Faust'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 24, 2022 - Present

ABBEY STREET

RIA

CRD#: 305107

VICTORIA, MN

Past

March 21, 2014 - September 27, 2022

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

MINNEAPOLIS, 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".

ABBEY STREET

ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA

Registered Investment Advisory firm - (10/4/2019 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

Minnesota
(11/24/2022)

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: 3/17/2014

Uniform Investment Adviser Law Examination

Current Firm

ABBEY STREET

ABBEY STREET | ABBEY STREET, LLC

CRD#: 305107 / SEC#: 801-117454

RIA

Registered Investment Advisory firm - (10/4/2019 Approved)

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Contact information

Main Address

11095 Viking Drive Suite 410, Eden Prairie, MN 55344

Mailing Address

Phone number

(952) 224-7272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ABBEY STREET ADV 2A BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	748
AUM (Assets Under Management)	$ 315,133,609

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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Firm Stability Insights

Blake B. Faust

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Brian Faust's CRS (Customer Relationship Summary).

Certified licenses

Experience

ABBEY STREET

WIPFLI FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

ABBEY STREET

State Registrations and Notice Filings

Exams

Series 65

Date: 3/17/2014

Current Firm

ABBEY STREET

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ABBEY STREET

TRUST BUT VERIFY

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