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Blake Woodward Nystrom

First Trust Advisors LP

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About Blake Woodward Nystrom

Blake Woodward Nystrom is a financial professional with over 6 years of experience in the financial services industry. Blake is currently registered with First Trust Advisors LP, and holds Series 6, 7, 63, and 66 securities licenses. Prior to joining First Trust Advisors, Blake worked at TD Ameritrade, Inc., Scottrade, Inc., and Goldman, Sachs & Co.

Firm Information

Blake Nystrom is currently registered with First Trust Advisors LP. First Trust Advisors LP is an investment advisor headquartered in Wheaton, Illinois, with over 210 billion in assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles. They specialize in ETF development and management and offer a variety of investment strategies, including index tracking, active management, and alternative investments. First Trust Advisors LP also publishes periodicals and selects other advisors for its clients.
First Trust Advisors LP

120 E. LIBERTY DRIVE

WHEATON, IL 60187

$210.88B

Assets Under Management

Not reported

Total Clients

499

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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other

Fixed fees per unit (uits) for portfolio supervisory services

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Blake Nystrom’s Registration & Firm History

IL

12/10/2018 - Present

First Trust Advisors LP (WHEATON IL)

NE

02/26/2018 - 04/02/2018

TD AMERITRADE, INC. (OMAHA NE)

IL

01/13/2017 - 02/26/2018

SCOTTRADE, INC. (SCHAUMBURG IL)

IL

01/01/2014 - 11/03/2016

GOLDMAN, SACHS & CO. (CHICAGO IL)

IL

06/18/2012 - 11/19/2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (OAK BROOK IL)

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Licenses & Designations

BOTH

Issued 07/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/20/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2013

Series 7 - General Securities Representative Examination

BC

Issued 06/16/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Blake Woodward Nystrom.
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