Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blake? Claim Your ProfileBlake Edward Sandvold is an investment advisor representative with Osaic Wealth, Inc. Blake has over 10 years of experience in the financial services industry. Blake earned the Series 63 and Series 66 licenses in 2013 and has also passed the Series 7 and SIE exams. Blake is registered to provide investment advice in 37 states and also has a registered investment advisor (IA) license in 3 states. Blake is committed to helping clients reach their financial goals and is passionate about providing comprehensive financial planning services. Blake is also a board member of the Wayzata Lake Effect Conservancy, a non-profit organization dedicated to preserving the lake and its surrounding natural areas.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (MINNETONKA MN)
MN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
11/06/2012 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MINNETONKA MN)
BOTH
Issued 09/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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