Blake Montgomery Weimer
Investment adviser representative at The Oak Ridge Financial Services Group, Inc
12 yearsExperience
6 statesRegistered in
$668.6MFirm assets
11 yearsFirm in business
Are you Blake Montgomery Weimer? Claim your profile
Contact this firm
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
12 years in the industry.
- The Oak Ridge Financial Services Group, Inc.Apr 2022 to now
- Pacer Financial, Inc.Jun 2018 to Mar 2022
- Mostad Construction, Inc.Jan 2018 to Jun 2018
- InnspaceMay 2015 to Sep 2017
- University of MontanaSep 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 6 states (FL, IA, IL, MN, NJ, TX).
The Oak Ridge Financial Services Group, Inc
$668.6MAssets managed
1,005Clients
34Advisers
11 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
- 6989347
- Firm CRD
- 42941