Unclaimed
Blake Schaper is an Investment Advisor Representative with Bison Advisors in ATLANTA, GA. Blake has been in the financial industry for over six years. Blake is a licensed insurance agent and has experience in both financial planning and tax accounting. Blake has a strong background in financial planning, including crypto financial planning. Blake is also a licensed Army Aviator in the Georgia Army National Guard. Blake holds the Series 65 license. Blake specializes in portfolio management for businesses and individuals, financial planning and pension consulting.
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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GA
02/19/2019 - Present
Bison Advisors (ATLANTA GA)
IA
Issued 12/22/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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