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Blake Charles Hildenbrand

Advisor at STIFEL — Holland, MI

Updated today

Credentials

Series 66

Experience

3 years

Location

Holland, MI 49423

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Blake Hildenbrand is a financial advisor at Stifel with three years of industry experience and holds the Series 66 designation. Prior to joining Stifel in 2023, he worked in various roles including positions at Request Foods and LL Johns Aviation Insurance. He also operates a small business designing and selling sweatshirts locally through word of mouth. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Holland, MI

99 E. 8th Street, 4th Floor

Holland MI 49423

Advisors at this office

5

Most active in

Michigan · Texas

Work history

3 years of industry experience

Stifel

2023 - Present • 3 years

Holland, MI

Request Foods

2022 - 2023 • 1 year

Holland, MI

LL Johns Aviation Insurance

2021 - 2022 • 1 year

Grand Rapids, MI

Lawn Doctor

2021 - 2021 • 1 year

Hudsonville, MI

Lawn Doctor

2020 - 2020 • 1 year

Hudsonville, MI

Miller Electric

2019 - 2019 • 1 year

Dorr, MI

Cornerstone University

2018 - 2022 • 4 years

Grand Rapids, MI

Zeeland highschool

2014 - 2018 • 4 years

Zeeland, MI

Wuskowhan Players Club

2012 - 2018 • 6 years

West Olive, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kyle G

CFP®, Series 65

Holland, MI

320 Life Financial Planning

Kyle Grevengoed is a CFP® professional with seven years of industry experience, currently serving as the sole advisor at 320 Life Financial Planning. He has worked at Alight Financial Advisors and Zeiders Enterprises and began his career at Lake Michigan Credit Union. In addition to his financial advising work, he is the founder and director of Living Hope Camping Foundation, a nonprofit that helps families and individuals attend camps and educational events. 320 Life Financial Planning primarily manages pooled and institutional investment accounts while providing limited direct counseling to individual clients. The firm combines investment management with financial counseling and education, serving clients through contracts that include support for servicemembers and individuals affected by gambling, and delivers services through workshops and publications.

General retirement planning Cash flow / budgeting Military & Veterans Mid-Career Professionals
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Ian F

CFP®, Series 66, Series 63, Series 65

Holland, MI

Entrusted Stewardship LLC

Ian Foreman is a CFP®-certified financial advisor with eight years of industry experience. He is the principal of Entrusted Stewardship LLC, an independent firm he founded after roles at Fifth Third Securities, Fifth Third Bank, and Thrivent Financial. Outside of finance, Ian has worked as a server at Waverly Stone Gastropub. Entrusted Stewardship LLC provides fee-only financial planning services to individual clients through subscription, project-based, and hourly engagements. The firm focuses on advisory-only services without managing client assets, typically recommending passive, Modern Portfolio Theory-based investment solutions using index mutual funds and ETFs.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Eric G

CFP®, CFA®, Series 66

Holland, MI

Clearview Capital

Eric Gritter is a CFP®, CFA®, and Series 66-licensed financial advisor with 18 years of industry experience. He is the owner of Gritter Financial, LLC, which operates under the name Clearview Capital. His prior roles include positions at USA Financial Corporation and Strategic Financial Group. In addition to his advisory work, he is a licensed insurance agent and occasionally offers commissionable insurance products. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored Investment Policy Statement for each engagement. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios that include mutual funds, ETFs, equities, fixed income, real estate funds, TIPS, and insurance products.

Wealth management Annuities
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Gary K

Series 63, Series 65

Hudsonville, MI

Cornerstone Asset Management, LLC

Gary Knapp is the sole advisor at Cornerstone Asset Management, LLC, an independent registered investment adviser based in Hudsonville, MI. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Knapp has been with Cornerstone Asset Management since 2006. Cornerstone Asset Management, LLC provides personalized investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes a planning-driven process, fundamental analysis for individual equities, and an efficient-market perspective, offering both discretionary and nondiscretionary portfolio management.

General retirement planning Income planning General tax planning Cash flow / budgeting
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Brent B

Series 65

Holland, MI

Bowen Financial Planning LLC

Brent Bowen is the sole advisor at Bowen Financial Planning LLC in Holland, MI, holding a Series 65 designation with 11 years of industry experience. He has led his independent firm since 2014. Bowen Financial Planning LLC provides fee-only financial planning and portfolio management services to individuals, couples, and families. The firm employs a goals-to-implementation process grounded in modern portfolio theory, focusing on low-cost ETFs, no-load mutual funds, and closed-end funds, and offers a combination of assets-under-management and hourly consulting models.

General retirement planning Social Security optimization Medicare planning College savings (529s, UTMA, etc.)
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John K

Series 65, Series 66

Holland, MI

Lamberson Knight Wealth Management LLC

John Knight is a financial advisor with Lamberson Knight Wealth Management LLC, holding Series 65 and Series 66 licenses and 20 years of industry experience. He has led Lamberson Knight Wealth Management since 2016. In addition to his advisory role, Knight is an independent insurance agent licensed in life and health insurance. Lamberson Knight Wealth Management offers personalized investment management and advisory services to individuals, high-net-worth clients, charities, pension and profit-sharing plans, and business entities. The firm employs a tactical, model-based investment approach with a non-discretionary management style, combining strategic asset allocation with client-approved trade decisions and integrating coordinated insurance recommendations.

Private / alternative investments
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