Unclaimed
Blake Ettestad is a registered investment advisor representative for State Farm Investment Management Corp. Blake is licensed in Oregon, Washington, and Idaho and has been in the industry since 2020. Blake holds the Series 63, Series 65, and Series 6TO securities licenses. In addition to Blake's role at State Farm Investment Management Corp., Blake also owns Blake Ettestad Insurance Agency and is a partner in Beholdings Properties, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
08/27/2024 - Present
State Farm Investment Management Corp. (Bend OR)
IA
Issued 01/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Blake Ettestad is the right advisor for you? Invested Better is here to help.