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Blake Connor Isaeff

Golden State Wealth Management, LLC

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About Blake Connor Isaeff

Blake Connor Isaeff is a financial advisor with over 6 years of experience in the industry. Blake is a Registered Representative and Investment Advisor Representative with Golden State Wealth Management, LLC. The firm is headquartered in South Coast Metro, California. Blake has a Series 63 and Series 65 license as well as the Series 6TO and SIE exams. Blake is passionate about helping individuals and families achieve their financial goals and providing them with a solid financial plan. Blake is also an advocate for community involvement and is proud to support local charities.

Firm Information

Blake Isaeff is currently registered with Golden State Wealth Management, LLC. Golden State Wealth Management, LLC is an investment advisor with over $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. They are headquartered in South Coast Metro, CA and have 51 investment advisor representatives. The firm has a wrap fee program.
Golden State Wealth Management, LLC

201 E. SANDPOINTE AVENUE

SOUTH COAST METRO, CA 92707

$1.69B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fee

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Blake Isaeff’s Registration & Firm History

CA

01/01/2025 - Present

Golden State Wealth Management, LLC (Riverside CA)

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Licenses & Designations

IA

Issued 08/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/16/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/11/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake Connor Isaeff.
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