Blake Lepage Bottle

Employer firm

Wisdom Wealth Investment Advisors LLC CRD 170536

$139M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

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

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

Current Employers

Employment History

• 08/1998 → 12/2022
  Concourse Financial Group Securities (Proequities)
  Phoenix, AZ
• 01/2014 → Present
  Wisdom Wealth Investment Advisors Llc
  Phoenix, AZ
• 08/1998 → 06/2021
  Proequities, Inc.
  Phoenix, AZ

Previous Registrations

• 2006-02-17 → 2021-07-08
  Concourse Financial Group Securities, Inc.
  Phoenix, AZ
  Fountain Hills, AZ

Other Businesses

(dba) BOTTLE & MCINERNEY, LLC; Investment Related; 6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054; Financial Services; Member; Start Date 01/1998; 20 hours per month with those 20 hours occurring during trading hours; General administrative and oversight duties as well as facilitating financial planning, securities and fixed insurance sales and service. >> WISDOM WEALTH INVESTMENT ADVISORS, LLC; Investment Related; 6930 E Chauncey Lane, Suite 220, Phoenix, AZ 85054; RIA; Investment Advisor Representative/CCO; Start Date 05/2014; 40 hours per month with those 40 hour occurring during trading hours; Custody assets at TD Ameritrade. >> HELIOS INTEGRATED PLANNING; Investment Related; 6930 E Chauncey Lane, Ste 220, Phoenix, AZ 85054; Financial Planning; Financial Advisor; Start Date 03/2021; 3 to 10 hours per month with those hours per month occurring during trading hours; Assist clients in self-preparation of basic estate planning documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-07
• S63 Uniform Securities Agent State Law Examination
  1990-07-03

Designations

• Chartered Financial Consultant