Blaise Conley Zimmer

Employer firm

Richmark Private Wealth Management CRD 290854

$61.1M regulatory AUM 94 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER SERVICES FOR OTHER INVESTMENT 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

• 08/2015 → 05/2017
  Marquette Area Public Schools
  Marquette, MI
• 05/2017 → 03/2020
  Carrolton Public Schools
  Saginaw, MI
• 02/2020 → Present
  Richmark Private Wealth Management
  Frankenmuth, MI
• 07/2026 → Present
  Richmark Strategies, Llc Dba Alpha One Strategies
  Frankenmuth, MI

Other Businesses

1.) LICENSED INSURANCE AGENT; INVESTMENT RELATED; MI; INSURANCE AGENT; 8 HRS/MO 2.) OWNER OF TREE FARM; NON-INVESTMENT RELATED; MI; START 2025; NO TIME SPENT 3.) MOURNING DOVE FINANCIAL; INVESTMENT RELATED; MI; MANAGING MEMBER; 30 HRS/WK 4.) RICHMARK STRATEGIES DBA ALPHA ONE; INVESTMENT RELATED; MI; MANAGING MEMBER; 20 HRS/WK

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-11