About
Wildwood Financial
At Wildwood Financial, we are passionate about helping our clients reach their financial goals in life. We strive to provide personalized and comprehensive financial services. We understand that everyone's financial situation is unique, and we take the time to understand our clients and develop tailored financial plans.
Our passion for helping people is only matched by our love of the outdoors. We believe in leading an active and balanced lifestyle, and we strive to bring that balance to our clients' financial lives. Our team will help you make the right decisions for your financial future.
The Team
Prior Experience
Financial Advisor - Morgan Stanley
Wealth Advisory Associate - Morgan Stanley
Registered Client Service Associate - Merrill Lynch
Complex Director Intern - Merrill Lynch
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Contact
Phone: 231-420-1490
Email: blake@wildwoodfa.com
Education
Bachelor of Science in Finance DePaul University - Chicago, IL
Registrations and Licenses
Series 7 – General Securities
Series 66 – Uniform Combined State Law
Series 31 – Managed Futures & Commodities (all securities licenses through LPL Financial)
Insurance – Life, Annuities, Accident and Health
Designations
Chartered Retirement Planning Counselor (CRPC®) - the CRPC® designation is the end result of a comprehensive program that helps financial advisors master the entire retirement planning process
Having grown up in Indian River, Blake has always been a native of Northern Michigan with a deep connection to the area. After working for Merrill Lynch and Morgan Stanley and gaining a wealth of knowledge from their big firm culture, he ventured to establish a business of his own. Blake’s deep connection to Northern Michigan, his family, and the outdoors brought him to Northwest Michigan. He knew he could help bring the sophistication and knowledge of a big firm to an independent, local level. Here—through comprehensive financial planning—he helps individuals, families, retirees, and business owners plan for their future so they can pursue their financial goals. Blake truly enjoys helping people map out their financial future to avoid any obstacles along the way. He is committed to educating and enabling his clients and sharing with them advice and strategies to plan for their future.
Since 2015, Blake has been independent with the support of his partners LPL Financial and Private Advisor Group. In August of 2022, Blake moved his office from Traverse City out to Empire where his office is currently located.
Blake is extremely passionate about the outdoors. If he is not working you will usually find him in the woods or on the water. He spends his free time hunting, fishing, camping, kayaking, biking, running, hiking, working out and just being active in general. He is also a big family guy and enjoys spending quality time with his family and friends.
Blake M. Beebe, CRPC®
Senior Financial Advisor | Owner
Wildwood Financial and Private Advisor Group partner with LPL Financial (LPL). LPL is the nation’s number one independent broker-dealer and top RIA custodian 3. With a vision to help financial professionals build competitive businesses while they serve their clients’ best interests, LPL provides access to consulting and technology platforms for comprehensive practice support.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve, 4 supporting more than 21,000 financial advisors, more than 1,000 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. They also have the freedom to manage their client relationships because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
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Financial Regulating Bodies to Know
The asset management industry is largely governed by two bodies. Here’s a bit more on those agencies but please don’t hesitate to ask if you have questions about my licensing or qualifications.
U.S. Securities and Exchange Commission
The mission of the SEC is to protect investors; maintain fair, orderly, and efficient markets; and facilitate capital formation. The SEC strives to promote a market environment that is worthy of the public's trust. Learn more at sec.gov.
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FINRA
Financial Industry Regulatory Authority, every investor in America relies on one thing: fair financial markets. To protect investors and ensure the market’s integrity, FINRA is a government-authorized not-for-profit organization that oversees U.S. broker-dealers. Learn more at finra.org or brokercheck.finra.org.
It's important to note that other agencies regulate the financial industry including the Federal Reserve, the U.S. Treasury Department and the FDIC. There are national and state authorities and agencies and while they may have different focuses, know that there are organizations helping protect the interests of investors.
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3 Top RIA custodian (Cerulli Associates, 2019 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020).
4 Top RIA custodian (Cerulli Associates, 2022 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine June 1996-2020); among third-party providers of brokerage services to banks and credit unions, No. 1 in AUM Growth for Financial Institutions; No. 1 in Market Share of AUM from Financial Institutions; No 1 in Market Share of Revenue from Financial Institutions; No. 1 on Financial Institution Market Share; No. 1 on Share of Advisors. (2021-2022 Kehrer Bielan Research & Consulting Annual TPM Report). Fortune 500 as of June 2022.
As the financial profession grows more complex, my practice is continuously evolving to meet the needs of my clients and the requirements of the industry. As an independent financial advisor, I have the ability and access to choose the most appropriate resources and specialists to help us stay a step ahead.
While my most important relationship remains with you, I want to share some information about a few companies and technology platforms that you may hear as we navigate your financial plans.
By affiliating with Private Advisor Group, one of the leading Registered Investment Advisor firms in the country, I am connected to a community of over 750 financial professionals nationwide. This provides me access to industry-leading services and resources, which includes:
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Sophisticated tools to help in planning, researching, documenting progress, and applying changes and updates to help you navigate your financial journey
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An extensive team of compliance professionals to ensure adherence to fiduciary obligations
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Leading technology providers that offer financial planning software, market insights, practice management support, and tools to help my practice run smoothly while serving you efficiently
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Practice consulting and growth programs to deliver a greater variety of innovative services
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Practice protection, business continuity, and succession solutions for uninterrupted service
I also have access to flexible custodian platforms (essentially where your cash and securities are held) which now encompass: LPL Financial, Fidelity, Charles Schwab, BNY Mellon | Pershing, TD Ameritrade, and Interactive Brokers. These providers help in safeguarding assets, while also providing related administrative services such as settlement of purchases, tax, and account record keeping, monthly statements, confidentiality, data integrity protections, and more.
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Performance and Industry Recognition:
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750+ Financial Advisors Nationwide 1
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$29B Advisory Assets Under Management 1
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Barron's Top-Ranked Firm Since 2019 2
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1 As of June 30, 2022
2 Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client
retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff,
placement of a succession plan, and more. Investor experience and returns are not considered. Neither Private Advisor Group nor its financial advisors pay a fee to Barron’s in exchange for the ranking.