linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Blake Waggoner

Keel Point, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Blake? Claim Your Profile

About Blake Waggoner

Blake Waggoner is a registered investment advisor representative with Keel Point, LLC, based in Huntsville, AL. Blake is also a registered investment advisor representative in the state of Alabama. Blake's current registrations are active and he has been active in the industry since April 2020. Blake's professional experience includes positions at Dynetics and Keel Point, LLC. Blake has successfully completed the Series 7, Series 66, and the SIE exams. Blake's areas of specialization include: portfolio management for individuals, businesses, and pooled investment vehicles. Blake provides financial planning and selection of other advisors. Blake also provides consulting services to third-party RIAs.

Firm Information

Blake Waggoner is currently registered with Keel Point, LLC. Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting service to third-party ria

Consulting service to third-party ria

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Blake Waggoner’s Registration & Firm History

AL

12/02/2022 - Present

Keel Point, LLC (HUNTSVILLE AL)

Not sure if Blake Waggoner is right for you?

Licenses & Designations

BOTH

Issued 08/17/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake Waggoner.
Not sure if Blake Waggoner is right for you?