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Blake Thomas Eiermann

THE FINANCIAL RESOURCE CENTER
Carmel, IN
·CRD# 7981891·2 years experience

Professional Summary

Blake Thomas Eiermann is a registered financial advisor currently at THE FINANCIAL RESOURCE CENTER located in Carmel, Indiana. Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Blake has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years in the financial services industry

Current & Past Employments

Current

THE FINANCIAL RESOURCE CENTERCurrent·CRD# 316747
RIA
9640 Commerce Dr Ste 414, Carmel, IN 46032
September 14, 2026 - Present

Past

TOCE FINANCIAL GROUP LLCPast·CRD# 297965
RIA
Mandeville, LA
October 15, 2025 - August 19, 2026
TOCE FINANCIAL GROUP LLCPast·CRD# 297965
RIA
Lafayette, LA
October 4, 2024 - December 31, 2024

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Current Firm

TF
THE FINANCIAL RESOURCE CENTER

CARRIAGE WEALTH PARTNERS | THE FINANCIAL RESOURCE CENTER, INC. | THE FINANCIAL RESOURCE CENTER | CARRIAGE WEALTH PARTNERS, LLC

CRD#: 316747 / SEC#: 801-122673
RIA
Registered Investment Advisory firm - SEC (11/10/2021 Approved)

Contact Information

Main Address

9640 Commerce Drive Suite 414, Carmel, IN 46032

Phone Number

(317) 871-8571

# of Employees

5

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (9/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

389

AUM (Assets Under Management)

$642,481,363

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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".
TF
THE FINANCIAL RESOURCE CENTER

CARRIAGE WEALTH PARTNERS | THE FINANCIAL RESOURCE CENTER, INC. | THE FINANCIAL RESOURCE CENTER | CARRIAGE WEALTH PARTNERS, LLC

CRD#: 316747 / SEC#: 801-122673
RIA
Registered Investment Advisory firm - SEC (11/10/2021 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.
IAR
Indiana
(9/14/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2024About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Blake Thomas Eiermann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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