Blake Clynes
Investment adviser representative at Rbf Wealth Advisors
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$716.1MFirm 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
Experience
10 years in the industry.
- Rbf Wealth AdvisorsJan 2023 to now
- Private Client ServicesJun 2023 to Jan 2025
- Ameriprise Financial Services, LLCSep 2021 to Jan 2023
- Essilor of AmericaJun 2019 to Aug 2021
- UnemployedFeb 2019 to Jun 2019
- Rbf Wealth AdvisorsJun 2018 to Feb 2019
- UnemployedFeb 2018 to Jun 2018
- Midland OpticalDec 2017 to Jan 2018
- UnemployedFeb 2017 to Dec 2017
- Midland OpticalDec 2016 to Jan 2017
- UnemployedFeb 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
Rbf Wealth Advisors
Legal name: Roman Butler Fullerton & Co
$716.1MAssets managed
1,289Clients
12Advisers
42 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
- 6965989
- Firm CRD
- 104771