If you fail to plan, you are planning to fail.

You’ve worked hard for your money and want it to grow for you and your family in the future. Executing your dreams will take more than hoping and wishing. In addition to our in-house knowledge and proven financial experience, our financial management services utilize cutting-edge technology and enlist outside experts to provide objective advice for every client's needs. As a Fellows and Blake client, all of these resources will be working together to guide your assets toward a rosy future.

How we help

Goal-Based Planning
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Where are you headed? What will it take to get you there? Our Goal-Based Planning services will map out a path that replaces daily stress and worries with clarity, confidence, and control over your final future.


Investment Services

Using sophisticated algorithms, consistent modeling, and our proven expertise, our Investment Advisory Services will guide your investments and help you realize a secure future.

Legacy Planning

What happens to your loved ones if you’re no longer around? The unexpected can happen and without planning, you may leave your family without financial security. With our Legacy Planning services, you can relax knowing that your loved ones will be financially secure.

Using sophisticated algorithms, consistent modeling, and our proven expertise, our Investment Advisory Services will guide your investments and help you realize a secure future.

Life Insurance

Our insurance advisors take time to understand your unique situation and identify the plan to help your loved ones with your final expenses and protect those assets that you want to leave behind.  If you would like to have one of our advisors review your situation, please contact us.


GDX360® Process

Our patented process is designed to help you reach your life goals, while minimizing unnecessary investment risk or needlessly sacrificing your life now.

The GDX360 process is dynamic and continual, as is life, and it will guide you through the entirety of your financial life.

Interested in planning for your financial future?  Complete this short questionnaire to take the first steps in becoming a part of the Fellows and Blake Experience.


For more information on Fellows & Blake services, contact Keri Blake

Keri Blake

Partner, Financial Advisor

Keri Blake is a Partner and Financial Advisor with Fellows & Blake Financial Group in Indianola, Iowa. She helps individuals and small business owners build, enjoy, protect, and transfer wealth the most tax. Her practice focuses on you, the client, and trust. It’s about your goals, your dreams, your concerns.

She partners with clients throughout their lifetime using a goals-based experienced approach to help clients live their best life. She is motivated by helping clients fulfill their financial dreams and protecting their families.

Keri has earned the credentials Accredited Asset Management Specialist and she enjoys continuing her education to better serve her clients.
Keri enjoys biking, mountain biking, and snowboarding with family and friends. She also enjoys quiet movie nights and watching and helping coach her kids in sports. If you’re ready for a different kind of experience when you meet with a financial planner, Keri is ready to listen.

Contact Keri

Fellows & Blake 

(515) 962-5921
[email protected]
700 East 2nd Avenue
Indianola, IA 50125

Investment Advice offered through Wealthcare Advisory Partners, LLC  (WCAP). WCAP is a Registered Investment Advisor with the U.S. Securities and Exchange Commission (“SEC”) Fellows & Blake, is A Wealthcare Company.  Fellows & Blake and Wealthcare Advisory Partners are separate entities from TruBank.

Whatever life brings you, you can rely on us.

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