Stephanie Irving Blakes
Investment adviser representative at Calderwood Financial Strategies, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$228.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Calderwood Financial Strategies, Inc.Apr 2022 to now
- Seren Wealth Advisors, LLCJan 2016 to now
- Penn Mutual Life Ins CoFeb 2013 to now
- Sole ProprietorFeb 2013 to now
- Champions Real Estate GroupJul 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (TX).
Calderwood Financial Strategies, Inc.
$228.5MAssets managed
69Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3083697
- Firm CRD
- 313466