Craig Blake is a Wealth Planner and Life and Annuity Agent registered through LPL Financial. He is founder and Managing Partner of Blake Financial. He provides wealth management services to business owners, professionals, executives and their families. Craig has more than 20 years of extensive experience in the areas of accounting, taxation, business and investment planning.
Craig earned his Certified Public Accounting designation in 1997 and his BA from the University of Oklahoma in 1994. He is a member of both the Oklahoma Society of CPAs and the American Society of Certified Public Accountants.
Craig has over nine years experience in the financial securities industry and licensed in Oklahoma, Texas, and Colorado. He is registered with FINRA and holds the Series 7 and 66 securities registrations with LPL Financial.
Craig and his wife Kelly live in Yukon, OK and are parents to Sarah and Ava. When he is not working with clients, Craig enjoys mountain climbing, running and spending free time with his family and friends.
"A key aspect of financial planning is the understanding that everyone's economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. I have devoted my career to helping my clients determine the plan that best fits their individual goals."
© 2014, Blake Financial, Inc. All rights reserved. Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. Investment advice offered through Level Four Advisory Services, LLC, a registered investment advisor. Level Four Advisory Services, LLC and Blake Financial are separate entities from LPL Financial. The LPL Financial registered representative associated with this website may only discuss and/or transact business with residents of the following states: Colorado, Oklahoma, and Texas.