Blake S. Anderson

PARSONEX ADVISORY SERVICES

Englewood, CO 80112

Some features on this profile are disabled

CRD#: 7920242

Professional summary

Blake Steven Anderson is a registered financial advisor currently at PARSONEX ADVISORY SERVICES, INC. located in Englewood, Colorado and PARSONEX SECURITIES, INC. located in Englewood, Colorado.

Blake is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Blake has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Denver Broncos|Investment Related: No|1701 Bryant St, Denver, CO, 80204, United States|Sports/Physical Recreation|Ticket Operations|8/1/2022|Less than 20 hour/month - 0 during trading hours|Go to Empower Field on Home games and provide customer service for mobile tickets. If people struggle to attain their mobile ticket I have a software to find their accounts and help get them into the game.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Steven Anderson'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

June 5, 2025 - Present

PARSONEX ADVISORY SERVICES, INC.

Office #1: 8310 S. Valley Highway Suite 110, Englewood, CO 80112

RIA

CRD#: 160275

Englewood, CO

Current

March 25, 2025 - Present

PARSONEX SECURITIES, INC.

Office #1: 8310 S. Valley Highway Suite 110, Englewood, CO 80112

CRD#: 144412

Englewood, CO

Past

October 11, 2024 - March 26, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Lone Tree, CO

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".

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 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

California
(10/15/2025)

IAR

California
(10/15/2025)

Colorado
(3/26/2025)

IAR

Colorado
(6/5/2025)

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 65

Date: 6/3/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/11/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/15/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

PARSONEX ADVISORY SERVICES, INC.

PARSONEX ADVISORY SERVICES, INC. | PARSONEX FINANCIAL SERVICES, INC.

CRD#: 160275 / SEC#: 801-74543

RIA

Registered Investment Advisory firm - (3/27/2012 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Mailing Address

8310 S. Valley Highway Suite 110, Englewood, CO 80112

Phone number

(303) 662-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PARSONEX ADVISORY SERVICES BROCHURE 3-2023 (3/30/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 174,840,469

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

Craig Johlfs

LPL FINANCIAL LLC

IAR

Greenwood Village, CO

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Lorie Jones

TANDEM FINANCIAL, LLC

IAR

GREENWOOD VILLAGE, CO

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blake S. Anderson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Steven Anderson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARSONEX SECURITIES, INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

PARSONEX ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/3/2025

Series 63

Date: 10/23/2024

Series 7TO

Date: 10/11/2024

SIE

Date: 8/15/2024

FINRA

Current Firm

PARSONEX ADVISORY SERVICES, INC.

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PARSONEX ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Similar Advisors