Advisor at Toce Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Toce Financial Group
Location
Mandeville, LA
Credentials
Series 65
Industry experience
< 1 year
Blake Eiermann is an advisor at Toce Financial Group with a Series 65 license and no prior industry experience. Before joining Toce Financial Group in 2024, he worked in aviation and spent over a decade in education. Toce Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, foundations, and legal entities. The firm employs a low-cost, broadly diversified, index-oriented investment approach focused on long-term goals, asset allocation, and tax-aware management, with additional options for active fundamental analysis and custom stock portfolios.
Based on Toce Financial Group
Account minimum: $5,000 Minimum fee: $25 per quarter minimum fee Fee-only: Flat fee of $500 for financial planning (charged quarterly at 25% per quarter)
Mandeville, LA
Louisiana
Toce Financial Group
2024 - Present (2 years)
Top Gun Aviation
2020 - 2024 (4 years)
Full time Education
2012 - 2024 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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