Blake Holtmeier
Investment adviser representative at Gilbert & Cook, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.7BFirm 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
- Pension consulting
Experience
12 years in the industry.
- Cerity Partners LLCOct 2026 to now
- Gilbert & Cook, Inc.Mar 2022 to now
- Bhe RenewablesMar 2019 to Mar 2022
- Eaton CorporationJul 2018 to Mar 2019
- University of Nebraska At Kearney/lincolnJun 2014 to Mar 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IA).
Gilbert & Cook, Inc.
$1.7BAssets managed
901Clients
18Advisers
10 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
- 7525398
- Firm CRD
- 283112