Investment adviser representative · Cerity Partners LLC
Blake Holtmeier
CRD 7525398 · West Des Moines, IA
At a glance
Blake Holtmeier is an investment adviser representative with Cerity Partners LLC in West Des Moines, IA, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Chartered Financial Analyst.
Current advisory firms
- Cerity Partners LLCSince October 2026West Des Moines, IA · $162B in regulatory assets
- Gilbert & Cook, Inc.Since January 2026West Des Moines, IA · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Chartered Financial Analyst
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Blake’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.