Blake Allen Smith

Current Employers

Employment History

• 09/2014 → 12/2016
  Team Real Estate
  Ottumwa, IA
• 03/2016 → Present
  Financial Partners, Inc. (D.b.a. For Advisory Business)
  Ottumwa, IA
• 01/2017 → 05/2025
  Sigma Financial Corporation
  Ann Arbor, MI
• 01/2017 → 05/2025
  Spc
  Ann Arbor, MI
• 05/2025 → Present
  C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors
  Westlake, OH

Previous Registrations

• 2017-01-04 → 2025-05-27
  Spc
  Ottumwa, IA
  Ann Arbor, MI

Other Businesses

(1) Fixed Insurance: Blake Smith is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not limited to life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Blake Smith spends approx. 10 hrs/week during trading hours on this activity. (2) Blake Smith is 60% Owner of Financial Partners, Inc. which is the operating entity for Mr. Smith's advisory and insurance business. Mr. Smith spends approximately forty hours per week during trading hours working under this entity. (3) Blake Smith is a voting Board Member of the American Home Finding Association. Start date: 1/1/17. Mr. Smith spends approximately two hours per month on this activity during non-trading hours. This is not an investment-related activity. (4) Blake Smith is the Co-chair of the Wapello County GOP. Start date: 12/1/16. Mr. Smith spends approximately two hours per month on this activity during non-trading hours. This is not an investment-related activity.

Exams

• S66 Uniform Combined State Law Examination
  2016-08-04

Designations