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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Blake Alexander Appell

Advisor at HILL ISLAND FINANCIAL LLC

GRAND RAPIDS, MI

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Search this name across graphsid dfx:ria:fba5bf8a-feac-b1b1-5b05-5265d08c3325

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HILL ISLAND FINANCIAL LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jul 12, 2018
First registration: Sep 24, 2018
Dual registered: no
Other names: Blake Appell|Blake Alexander Appell
IAPD individual key: 6895029

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HILL ISLAND FINANCIAL LLC	Independent wealth	Sep 3, 2024	n/a	yes	GRAND RAPIDS, MI	Current employment
HENRICKSON NAUTA WEALTH ADVISORS, INC.	Independent wealth	Sep 11, 2020	Apr 1, 2024	no	BELMONT, MI	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Dec 17, 2019	Mar 31, 2021	no	Kalamazoo, MI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 24, 2018	Jul 2, 2019	no	GRAND RAPIDS, MI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
HENRICKSON NAUTA WEALTH ADVISORS, INC.	HILL ISLAND FINANCIAL LLC	Apr 1, 2024	Sep 3, 2024	155	Firm change	RIA to RIA
AE WEALTH MANAGEMENT, LLC	HENRICKSON NAUTA WEALTH ADVISORS, INC.	Mar 31, 2021	Sep 11, 2020	-201	Firm change after gap	Ibd to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	AE WEALTH MANAGEMENT, LLC	Jul 2, 2019	Dec 17, 2019	168	Firm change	Wirehouse to RIA

Relationships

Registered with (4)

→ HILL ISLAND FINANCIAL LLCRegistered adviserregistration: current employment
Sep 3, 2024 to presentfactForm ADV
→ HENRICKSON NAUTA WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Sep 11, 2020 to Apr 1, 2024factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 17, 2019 to Mar 31, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 24, 2018 to Jul 2, 2019factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Blake Alexander Appell left Henrickson Nauta Wealth Advisors, Inc. for Hill Island Financial Llc (registered 2024-09-03)
Form ADVobserved 4 days ago