Blake Bottle has been Managing Member and Chief Compliance Officer of Wisdom Wealth Investment Advisors since January 2014, is a control person of the firm and directly owns between 50% and 75% of it. Blake Bottle studied at Arizona State University.
Wisdom Wealth Investment Advisors LLC is a Phoenix, AZ firm with $139M under management, 271 clients and 2 advisers in one office, as of its September 2026 filing.
Blake Bottle is Chief Compliance Officer of Wisdom Wealth Investment Advisors, based in Phoenix, AZ. He started in the financial services business in 1990. He is a past president of the Phoenix chapter of the Society of Financial Service Professionals, where he served as President from 2017 to 2019.
Blake Bottle’s longest registration was 15 years at Investment Advisors (2006–2021). Before joining Wisdom Wealth Investment Advisors in 2014, Blake Bottle was registered through Investment Advisors.
- – present · 12 yearsPhoenix, AZ · Adviser representative · Firm CRD 170536
- Investment Advisors– · 15 yearsPhoenix, AZ · Adviser representative · Firm CRD 15708
Professional designations
Listed by Wisdom Wealth Investment Advisors
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Blake Bottle is registered as an investment adviser representative in 2 states. The first approvals date from May 2014; the most recent is California, in July 2021.
- ArizonaSince 29 May 2014
- CaliforniaSince 22 July 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 27 January 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 7 August 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 July 1990 |
| Series 7 | General Securities Representative Examination | 16 June 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Blake Lepage Bottle
- CRD
- 2065531
- Firm
- Wisdom Wealth Investment Advisors · CRD 170536
- Role
- Managing Member and Chief Compliance Officer
- Office
- 6930 E. CHAUNCY LANE, SUITE 220, Phoenix, AZ 85054
- Registration
- Investment adviser registration
- In the industry since
- June 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wisdomwealth.solutions
Where does Blake Bottle work?
Blake Bottle has been Managing Member and Chief Compliance Officer of Wisdom Wealth Investment Advisors LLC since January 2014, and is a control person of the firm.
Is Blake Bottle a financial advisor?
Yes. Blake Bottle has a current investment-adviser registration in Arizona and California, through Wisdom Wealth Investment Advisors since May 2014.
How many years of experience does Blake Bottle have?
Blake Bottle has 36 years in the financial industry, since June 1990, across 2 adviser firms.
What exams has Blake Bottle passed?
Blake Bottle has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in June 1990. FINRA credited Blake Bottle with the SIE, which began in October 2018.
Where is Blake Bottle based?
Blake Bottle’s registered office is in Phoenix, AZ.
Is Blake Bottle registered with FINRA?
No. Blake Bottle has no current broker registration.
How can I verify Blake Bottle’s record?
Search CRD 2065531 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Blake Bottle’s full registration record.