Blake S Sciera
Investment adviser representative at Walled Lake Planning & Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$732.2MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Walled Lake Planning & Wealth Management, LLCJun 2024 to now
- Saint Xavier UniversityAug 2023 to Dec 2024
- Orland Physical TherapyJan 2022 to Aug 2023
- Moraine Valley Community CollegeAug 2019 to May 2022
- StudentAug 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
Walled Lake Planning & Wealth Management, LLC
$732.2MAssets managed
369Clients
5Advisers
7 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
- 8214945
- Firm CRD
- 299595