Blake Edwards
Investment adviser representative at LPL Financial LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$819.1BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- LPL Financial LLCMay 2026 to now
- Emerald Wealth ManagementMay 2026 to now
- Brendan FoorAug 2020 to May 2026
- Darren TrautmannAug 2020 to May 2026
- Northwestern Mutual Wealth Management CompanyMay 2018 to May 2026
- Eric ShuttJan 2018 to May 2026
- Northwestern Mutual Investment Services LLCJan 2018 to May 2026
- Cade MossmanJan 2018 to Dec 2020
- Conner GehringJan 2018 to Dec 2020
- UnemployedFeb 2017 to Jan 2018
- Northwestern Mutual Wealth Management CompanyJan 2016 to Jan 2017
- Northwestern Mutual Investment Services LLCJul 2014 to Jan 2017
- Northwestern Mutual Life Insurance CompanyJan 2014 to Jan 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (WA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6282300
- Firm CRD
- 6413