Blake Alexander Appell

Employer firm

Hill Island Financial LLC CRD 313469

$624M regulatory AUM

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

• 06/2016 → 12/2017
  Fifth Third Bank
  Grand Rapids, MI
• 12/2017 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 12/2019 → 03/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 09/2019 → 03/2020
  Trifound Financial, Llc
  Kalamazoo, MI
• 09/2020 → 04/2024
  Henrickson Nauta Wealth Advisors, Inc.
  Belmont, MI
• 03/2018 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 04/2024 → Present
  Hill Island Financial Llc
  Grand Rapids, MI

Previous Registrations

• 2020-09-11 → 2024-04-01
  Henrickson Nauta Wealth Advisors, Inc.
  Belmont, MI
• 2019-12-17 → 2021-03-31
  Ae Wealth Management, Llc
  Kalamazoo, MI
• 2018-09-24 → 2019-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI

Exams

• S66 Uniform Combined State Law Examination
  2018-07-12

Designations

• Certified Financial Planner

Other Names

• Blake Appell
• Blake Alexander Appell