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Inactive

Blake S Sciera

Walled Lake Planning & Wealth Management, LLC

Highland Park, IL

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Current Employers
Walled Lake Planning & Wealth Management, Llc

600 Elm Place, Highland Park, IL 60035 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-01-21
  • IL RA
    APPROVED
    Since 2026-01-21

Branch Locations

600 Elm Place, Highland Park, IL 60035 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Walled Lake Planning & Wealth Management, Llc Highland Park IL 06/2024 Present
Saint Xavier University Chicago IL 08/2023 12/2024
Student Tinley Park IL 08/2015 06/2019
Moraine Valley Community College Palos Hills IL 08/2019 05/2022
Orland Physical Therapy Orland Park IL 01/2022 08/2023
  • 06/2024 → Present
    Walled Lake Planning & Wealth Management, Llc
    Highland Park, IL
  • 08/2023 → 12/2024
    Saint Xavier University
    Chicago, IL
  • 08/2015 → 06/2019
    Student
    Tinley Park, IL
  • 08/2019 → 05/2022
    Moraine Valley Community College
    Palos Hills, IL
  • 01/2022 → 08/2023
    Orland Physical Therapy
    Orland Park, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-24
  • S65 Uniform Investment Adviser Law Examination
    2025-11-24

View on SEC IAPD

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PRECISE INVESTMENT MANAGEMENT, INC.

Other Investors

NOEL ADAM COOPER
ZACHARY HAROLD WALTERS
LOUIS BURTON KLIEGER
HOWARD ROBERT KLIEGER
WYATT REED DOWLING
BRADLEY CORDES
KAREN M FINERMAN
BENJAMIN MOSHE LESHEM

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Highland Park, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · HIGHLAND PARK, IL
CITIGROUP GLOBAL MARKETS INC. · HIGHLAND PARK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. · HIGHLAND PARK, IL
EDWARD JONES · Highland Park, IL

More in Highland Park, IL

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