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Blake Stuart Davelaar

Allworth Financial, LP

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About Blake Stuart Davelaar

Blake Stuart Davelaar is a Certified Financial Planner® with Allworth Financial, LP. Blake has been in the financial services industry since May 2015. Blake is registered as an Investment Adviser Representative in Arizona. Blake is also a Series 65 licensed Investment Adviser Representative. Blake has a history of working with individuals, high-net-worth individuals, trusts, pension and profit-sharing plans, corporations, and charitable organizations. Allworth Financial, LP is a fee-only, financial planning firm that provides a wide range of services, including investment management, financial planning, and retirement planning.

Firm Information

Blake Davelaar is currently registered with Allworth Financial, LP. Allworth Financial, LP is an investment advisory firm based in Folsom, CA. The firm offers a range of financial planning and portfolio management services to individuals, businesses, and retirement plans. Allworth Financial, LP manages over $19 billion in assets for clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations.
Allworth Financial, LP

340 PALLADIO PKWY.

FOLSOM, CA 95630

$19.31B

Assets Under Management

Not reported

Total Clients

231

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Blake Davelaar’s Registration & Firm History

AZ

01/05/2021 - Present

Allworth Financial, LP (Tucson AZ)

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Licenses & Designations

IA

Issued 06/16/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Blake Stuart Davelaar.
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