Blake A. Wilkinson

SALT LAKE CITY, UT 84111

Some features on this profile are disabled

CRD#: 6969793

Professional summary

Blake Ashton Wilkinson, CFP®, who also goes by Blake A Wilkinson, was a registered financial advisor .

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Blake had worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blake A Wilkinson

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)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

May 14, 2026 - Present

Office #1: 376 East 400 South #308, Salt Lake City, UT 84111

SALT LAKE CITY, UT

Past

November 4, 2021 - May 21, 2024

PACIFIC CAPITAL

RIA

CRD#: 159294

CORONA, CA

Past

January 24, 2019 - June 24, 2021

GOLDMAN SACHS & CO. LLC

CRD#: 361

SALT LAKE CITY, UT

Past

October 25, 2018 - January 10, 2019

E*TRADE SECURITIES LLC

CRD#: 29106

SANDY, UT

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

Utah
(5/14/2026)

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: 9/3/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/5/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/25/2018

General Securities Representative Examination

Current firm

No current employment

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.

Similar Advisors

Kyle Fukuchi

OSAIC WEALTH, INC.

IAR

Farmington, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blake A. Wilkinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PACIFIC CAPITAL

GOLDMAN SACHS & CO. LLC

E*TRADE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2021

Series 63

Date: 11/5/2018

SIE

Date: 10/26/2018

Series 7

Date: 10/25/2018

Current firm

No current employment

Red Flags

Company Information

No current employment

TRUST BUT VERIFY

Similar Advisors