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Jenifer G. Schimbeno

BLACKMORE FINANCIAL SOLUTIONS
Bozeman, MT 59718
Some features on this profile are disabled
CRD#: 5466416
JS

Professional summary

Jenifer Ginny Schimbeno, who also goes by Jenifer Ginny Anhalt, is a registered financial advisor currently at BLACKMORE FINANCIAL SOLUTIONS located in Bozeman, Montana.

Jenifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jenifer has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jenifer Ginny Anhalt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) RESIDENTIAL RENTAL PROPERTY, INVESTMENT-RELATED, 2948 LANGSTON CIRCLE ST CHARLES IL 60175, 100% OWNER, START DATE 8/23/11, LESS THAN ONE HOUR PER MONTH, RECEIVES RENT CHECKS FROM RENTERS 2) NON-INVESTMENT RELATED, Beautifully Equipped podcast, 924 Meagher Ave Bozeman MT 59718, 40 hours per month, dividend payments 3) Bozeman Area Community Foundation, non-investment related, board of directors, 4 hours a month, no compensation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jenifer Ginny Schimbeno's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 8, 2018 - Present

BLACKMORE FINANCIAL SOLUTIONS

Office #1: 389 S. Ferguson Ave Ste. 204, Bozeman, MT 59718
RIA
CRD#: 194516
Bozeman, MT
Past

February 1, 2013 - November 6, 2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
BOZEMAN, MT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Montana
(8/8/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/7/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/1/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/6/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/31/2013
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BF
BLACKMORE FINANCIAL SOLUTIONS
BLACKMORE COMMODITIES | BLACKMORE WEALTH MANAGEMENT | BLACKMORE VALUATIONS | BLACKMORE INVESTMENTS | BLACKMORE INSURANCE | BLACKMORE GROUP, LLC | BLACKMORE FINANCIAL SOLUTIONS

CRD#: 194516 / SEC#:

Minnesota
Registered Investment Advisory firm - (3/5/2019 Approved)
Montana
Registered Investment Advisory firm - (11/12/2015 Approved)
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Contact information

Main Address
389 S. Ferguson Ave Ste. 204, Bozeman, MT 59718
Mailing Address
Phone number
(406) 577-2277
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts236
AUM (Assets Under Management)$ 20,948,662

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BLACKMORE FINANCIAL SOLUTIONS

CRD#: 194516Bozeman, MT 59718

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