RFG Advisory
43yrs
Top advisor by experience in Creve Coeur
41yrs
Blake Smith is a fiduciary financial advisor in Creve Coeur, Missouri, with 41 years in the industry. After five years at Waddell & Reed and seven years at Ameriprise Financial Services, Blake joined LPL Financial in 2021, a firm offering financial planning, investment management, and educational workshops. Blake holds the CFP® designation.
One of 100 advisors with offices in Creve Coeur, and one of 91 fiduciaries.
At a glance
Experience41 years (since 1986)
How that compares ?Top 3% by experience in Creve Coeur
Office425 N New Ballas Rd Suite 102, Creve Coeur, MO 63141
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowLPL Financial LLCCurrent firm
- 2016 – 2021Waddell & ReedPreviously
- 2009 – 2016Ameriprise Financial Services, LLCPreviously
- 1995 – 2009UBS Financial Services Inc.Previously
Contact Blake
Local office(314) 442-6476Ask for Blake. (704) 733-3300Main office · Fort Mill, SC 425 N New Ballas Rd Suite 102Creve Coeur, MO 63141Office · Get directions Facebook pageLPL Financial
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Questions to ask Blake
Tailored to Blake’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Blake
How do I contact Blake?
Call Blake’s local office at (314) 442-6476 or the LPL Financial main office at (704) 733-3300, and ask for Blake Smith.
How long has Blake been a financial advisor?
Blake has been in the industry since 1986, about 41 years. Top 3% by experience in Creve Coeur.
What licenses does Blake hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Blake a fiduciary?
Blake is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Blake paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Blake for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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