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Blake T. Eiermann

THE FINANCIAL RESOURCE CENTER
Carmel, IN 46032
Some features on this profile are disabled
CRD#: 7981891
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Blake Thomas EiermannTHE FINANCIAL RESOURCE CENTER

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

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Thomas Eiermann'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

September 14, 2026 - Present

THE FINANCIAL RESOURCE CENTER

Office #1: 9640 Commerce Dr Ste 414, Carmel, IN 46032
RIA
CRD#: 316747
Carmel, IN
Past

October 15, 2025 - August 19, 2026

TOCE FINANCIAL GROUP LLC

RIA
CRD#: 297965
Mandeville, LA
Past

October 4, 2024 - December 31, 2024

TOCE FINANCIAL GROUP LLC

RIA
CRD#: 297965
LAFAYETTE, LA

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 - (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.

Highlighted states indicate IAR registrations

IAR
Indiana
(9/14/2026)

Exams

What does exam status mean?
State Security Law Exam
IAR
Series 65
Status Unavailable
Passed: 8/26/2024
Uniform Investment Adviser Law Examination

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 - (11/10/2021 Approved)
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Contact information

Main Address
9640 Commerce Drive Suite 414, Carmel, IN 46032
Mailing Address
Phone number
(317) 871-8571
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (3/27/2026)

Regulatory assets under management

Total Number of Accounts389
AUM (Assets Under Management)$ 642,481,363

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.

Company Information

THE FINANCIAL RESOURCE CENTER

CRD#: 316747Carmel, IN 46032

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