Thomas Isaac Blake

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1997 → Present
  Thomas Blake Cpa, Llc
  Winter Park, FL
• 03/2016 → 10/2019
  Ameriprise Financial Services, Inc.
  Orlando, FL
• 10/2019 → 03/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 05/2024 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2019-10-29 → 2024-03-26
  Ae Wealth Management, Llc
  Mainland, FL
  Lake Mary, FL
  Altamonte Spring, FL
• 2016-03-21 → 2019-10-15
  Ameriprise Financial Services, Llc
  Orlando, FL
  Orlando, FL
• 2010-10-11 → 2016-05-03
  Delta Capital Management, Llc
  Maitland, FL

Other Businesses

1. Financial Educators, LLC dba for Gradient Advisors, LLC |Investment Related | 1177 Louisiana Ave Suite 109 Winter Park FL 32789 |Financial Planning | Owner | Investment Advisor Representative | 05/2024 | 40hrs/mo | 40hrs/mo during trading| Insurance & Advisory Services 2. Pride Wealth, LLC dba for Gradient Advisors, LLC |Investment Related | 1177 Louisiana Ave Suite 109 Winter Park FL 32789 |Financial Planning | Owner | Investment Advisor Representative | 03/2026 | 40hrs/mo | 40hrs/mo during trading| Insurance & Advisory Services 3. Thomas Blake CPA, LLC | Investment Related | 1177 Louisiana Ave Suite 109 Winter Park FL 32789 |CPA Firm | Owner | CPA | 07/1997 | 80hrs/mo | 80hrs/mo during trading | Financial Planning 4. 407 REALTY GROUP LLC | Investment Related | Altamonte Spring FL 32714 | Real Estate | Broker | 02/2004 | 0hrs/mo during trading |Hours as needed | Real Estate Referrals 5. Blake Insurance Brokerage | Investment Related | Altamonte Spring FL 32714 | Accounting | Sole member | President | 04/2024 | 5hrs per month outside of trading | Personal Accounting

Exams

• S66 Uniform Combined State Law Examination
  2016-04-29
• S63 Uniform Securities Agent State Law Examination
  2000-02-23

Designations

• Certified Financial Planner

Other Names

• Tom Blake