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Cameron Leon Blake

Investment Adviser Representative at Statera Wealth Management

St. George, UTCRD #7035992Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cameron Leon Blake is an investment adviser representative with Statera Wealth Management in St. George, UT, where they have been registered since 2025. They have worked in the securities industry since 2019 and have been registered with 3 firms, including TREK Financial and Wells Fargo Clearing Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Utah.

Office

912 W. 1600 S., St. B201
St. George, UT 84770

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/15/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 5/14/2019
Series 7
General Securities Representative Examination
Passed 10/21/2021
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/3/2019
SIE
Securities Industry Essentials Examination
Passed 4/11/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Statera Wealth ManagementCurrent
2/25/2025 – St. George, UT
TREK Financial
1/6/2023 – 5/20/2025St. George, UT
Wells Fargo Clearing Services, LLC
7/16/2019 – 1/13/2023Saint George, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo BANK, NA
    Feb 2014 – Jan 2023Saint George, UT
  2. Wells Fargo Clearing Services, LLC
    May 2019 – Jan 2023Saint George, UT
  3. Dixie State University
    Aug 2009 – Dec 2016Saint George, UT
  4. TREK Financial
    Jan 2023 – no end date reportedScottsdale, AZ
  5. Statera Financial LLC
    Oct 2024 – no end date reportedSt. George, UT
  6. Statera Wealth Management
    Feb 2025 – no end date reportedSt. George, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Statera Wealth Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
Firm's annual rate schedule by assets
  • Up to $249,9991.65%
  • $250,000 to $499,9991.50%
  • $500,000 to $999,9991.20%
  • $1,000,000 to $2,499,9990.95%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Comprehensive financial planning, wealth management, personalized financial strategies, and financial education through Wealth University classes on topics relating to retirement

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers
Firm areas of expertise
Retirement PlanningWealth ManagementComprehensive Financial PlanningFinancial EducationPersonalized Financial Strategies

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
5
Offices listed on AdvisorFinder:
1
Main office:
St. George, UT
SEC file number:
801-131955

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 5, 2026

View full firm profile

Other advisors at Statera Wealth Management

4 other advisors in the directory

View Statera Wealth Management firm profile

Similar advisors in St. George, UT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cameron Leon Blake has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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