Bravera Bank
Blake Holman, CTFA
Wealth Advisor
Blake is originally from western Montana, and has worked in the financial industry since 2012. He loves being able to solve problems, answer questions and help you make wise decisions regarding your personal or family investments, real estate, trusts, retirement assets, and estate planning goals. “My family members had to rely on Social Security stipends to survive in retirement because they were never taught to invest in the markets or to use tax advantaged retirement savings vehicles. Seeing them struggle made me want to help other families avoid that outcome.” With more than a decade of experience, Blake can help you achieve your financial goals. He helps simplify the process of investing and gives you peace of mind. He earned a bachelor’s degree in business administration with a minor in Chinese from the University of Montana.
- Certified Trust and Fiduciary Advisor (CTFA)
- Certified Mineral Manager
Products and services offered through Bravera Wealth are: * Not a deposit * Not FDIC Insured * Not Insured by any federal government agency * Not financial institution guaranteed and may be subject to investment risk, including loss of principal amount invested.
Securities offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment Advisory Services offered through American Portfolios Advisors, Inc.(APA) an SEC Registered Investment Advisor. Bravera Wealth is not affiliated with APFS and APA. Securities products offered by American Portfolios are not FDIC insured, not deposits or other obligations of the financial institution, not guaranteed and are subject to investment risk and possible loss of principal invested.
Check the background of these investment professionals on FINRA’s BrokerCheck.