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Blake Andrew Macke

Investment adviser representative at Waverly Advisors, LLC
10 yearsExperience
2 statesRegistered in
$29.9BFirm assets
24 yearsFirm in business

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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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

10 years in the industry.

  1. Waverly Advisors, LLCJan 2024 to now
  2. Strategiq Financial Group, LLCJan 2021 to Mar 2024
  3. Centier BankMay 2019 to Aug 2020
  4. Full Time Education (college)Jan 2017 to Dec 2020
  5. Crown Point Community School CorporationAug 2016 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 2 states (IL, IN).

Waverly Advisors, LLC

$29.9BAssets managed
13,689Clients
226Advisers
24 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
7423778
Firm CRD
115332
Advisor's SEC record (opens in a new tab)
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