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Blake Edward Rorbach

PFG ADVISORS
Phoenix, AZ
·CRD# 6111631·14 years experience

Professional Summary

Blake Edward Rorbach, who also goes by Blake Rorbach, is a registered financial advisor currently at PFG ADVISORS located in Phoenix, Arizona. Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Blake has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Blake Rorbach

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

PFG ADVISORS·CRD# 173344
RIA
Phoenix, AZ
November 19, 2021 - Present
SECURITIES AMERICA, INC.·CRD# 10205
BD
Scottsdale, AZ
November 12, 2021 - January 3, 2023
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Phoenix, AZ
March 17, 2015 - December 9, 2021
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Phoenix, AZ
March 17, 2015 - December 9, 2021
MORGAN STANLEY·CRD# 149777
RIA
Phoenix, AZ
March 1, 2013 - March 11, 2015
MORGAN STANLEY·CRD# 149777
BD
Phoenix, AZ
February 15, 2013 - March 11, 2015
REGAL SECURITIES, INC.·CRD# 7297
BD
Scottsdale, AZ
December 21, 2012 - February 14, 2013

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Current Firm

PA
PFG ADVISORS

A. M. GUIDANCE & FINANCIAL SERVICES CONSULTING LLC | WEBB FINANCIAL ADVISORS | WEALTH MANAGEMENT GROUP | UNITED PRAIRIE FINANCIAL NETWORK | UFG GROUP | TURNING POINTE WEALTH MANAGEMENT | TUCSON OLD PUEBLO WEALTH MANAGEMENT | TRUWEST WEALTH MANAGEMENT SERVICES | TRUPARTNER INVESTMENT SERVICES | TRUE COMPASS FINANCIAL | TROJAN WEALTH MANAGEMENT | THUNDERBIRD WEALTH MANAGEMENT | STATE ECU WEALTH PLANNING | STATE ECU WEALTH MANAGEMENT | STARLIFTER WEALTH MANAGEMENT | STANFORD FEDERAL INVESTMENT SERVICES | SOMMER INVESTMENTS | SCOTT HANISH LLC | SATTLER PENSION AND WEALTH MANAGEMENT | RORBACH FINANCIAL SERVICES | ROCHA WEALTH ADVISORS | RETIREADY ADVISORS | REACH INVESTMENT SERVICES | PRIORITY FINANCIAL PARTNERS, LLC | PRIORITY FINANCIAL PARTNERS | PINNACLE SOUTHWEST SECURITIES AND INVESTMENTS INC | PINNACLE SOUTHWEST SECURITIES & INVESTMENTS, CO | PINAL COUNTY FINANCIAL SERVICES | PHOCUS RETIREMENT SERVICES | PHOCUS FINANCIAL STRATEGIES GROUP | PFG ADVISORS, LLC | PFG ADVISORS | PFG (PEORIA) | OCCU WEALTH MANAGEMENT | NEXT LIFE STAGE PLANNING | MY POINT | MORROW FINANCIAL GROUP | MORRIS FINANCIAL | MISSION CITY INVESTMENT SERVICES | MILLER WEALTH MANAGEMENT, INC. | MILES BROWN ASSET MANAGEMENT | MANSELL CAPITAL MANAGEMENT | MANGUS WEALTH MANAGEMENT | LPL SUNNYVALE | LONESTAR WEALTH MANAGEMENT | LONE STAR INVESTMENT SOLUTIONS | LBW INSURANCE & FINANCIAL SERVICES | LANDINGS WEALTH ADVISORS | LANDINGS FINANCIAL SERVICES | KLEVENS CAPITAL MANAGEMENT, INC. | KEYSTONE RETIREMENT ADVISORS | KEYPOINT FINANCIAL SERVICES | KALINA WEALTH ADVISORS | JUDD WEALTH MANAGEMENT | JAMES MERKEL (PYRAMID FCU) | INTEGRO WEALTH ADVISORS | IHN FAMILY LEGACY PLANNING, INC. | IDAHO CENTRAL WEALTH MANAGEMENT | GAVAGAN FINANCIAL SERVICES | FORTHRIGHT FINANCIAL SERVICES | FIRST SERVICE WEALTH MANAGEMENT | FINANCIAL SERVICES AT FMFCU | ENCOUNTER WEALTH | ELEVATE WEALTH | EAGLE WEALTH MANAGEMENT | DIAMOND FINANCIAL PLANNING | DEER VALLEY FINANCIAL SERVICES | DAVIS FINANCIAL MANAGEMENT | CUE FINANCIAL GROUP | COUNTY FEDERAL WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT (CORNERSTONE WEALTH MANAGEMENT) | COPPER STATE WEALTH MANAGEMENT | CHABOT FINANCIAL SERVICES | CANYON STATE WEALTH MANAGEMENT SERVICES | CANO CAPITAL MANAGEMENT, LLC | CALIFORNIA COAST FINANCIAL SERVICES | BLUPEAK INVESTMENT SERVICES | BATIE & CO CAPITAL MGMT LLC | ASCENSION COLLEGE PLANNING | APRICITY WEALTH MANAGEMENT | ANTHEA WEALTH MANAGEMENT | ALTIER INVESTMENTS AND FINANCIAL PLANNING | ALTIER INVESTMENT SERVICES | AERO INVESTMENT SERVICES | A.I.R.E FINANCIAL

CRD#: 173344 / SEC#: 801-80797
RIA
Registered Investment Advisory firm - SEC (12/1/2014 Approved)

Contact Information

Main Address

3200 N. Central Ave Suite #200, Phoenix, AZ 85012

Phone Number

(800) 405-8850

# of Employees

112

SEC notice filing (39 States and Territories)

Registered to provide investment advisory services in 39 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE AS OF MARCH 17 2026 (3/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

13,982

AUM (Assets Under Management)

$3,261,207,528

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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.

DBA: Rorbach Financial Services PFG ADVISORS POSITION: Advisor NATURE: Advisory Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 11/15/2021 ADDRESS: 4335 N 78TH ST #C201 SCOTTSDALE, AZ 85251 DESCRIPTION: Getting to know my clients, formulating plan of action (investment plan) and implementing plan. Conducting periodic reviews. Fee based business. INSURANCE SALES POSITION: Insurance Producer NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2021 ADDRESS: 4335 N 78TH ST #C201 SCOTTSDALE, AZ 85251 DESCRIPTION: Selling insurance to clients where appropriate after a thorough needs analysis has been completed. If an investment/index component exists I assist with its selection as well. ID THEFT/SECURITY ASSISTANCE POSITION: Secure my parents ID/Accounts and ensure breach is fixed NATURE: Helping my parents recover their identity and secure their technology devices, email accounts, home network etc. They had their identity stolen and I am the person my family comes to with all thing's technology related. They said the ID theft insurance they pay for will pay someone to help them recover and secure their identities. Would like to know if I would be allowed to get paid to help them do that. If I can't get paid, am I allowed to do it for free as they are my parents? INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/08/2022 ADDRESS: 4335 n. 78th st, #C201, Scottsdale AZ 85251 DESCRIPTION: Ensure online email accounts, bank accounts, retailer accounts etc. Have been secured (Password Recovery email/phone numbers are changed/correct, walk them through the process of changing usernames and passwords (without me knowing that info just walking them through the process). Ensuring their credit reporting agency accounts are frozen until breach is resolved. Cleaning and wiping electronic devices of viruses, potential monitoring and key loggers installed without their knowledge. Backing up files they need. etc. MISSION BEACH LUXURY RENTALS INC. POSITION: Employee/Head of IT department NATURE: Management of rental properties in the Mission beach area of San Diego. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 2861 Ocean Front Walk, San Diego CA 92109 DESCRIPTION: I will be an employee of MBLR helping with IT projects and issues to start. My role may expand later but right now that is my focus. MBLR a company my family is starting. My father is a client, but I am not invested in this business. I will be offered employee benefits and be paid a monthly salary. (Salary and benefits have not been determined yet) CORONADO COAST LLC POSITION: Host NATURE: Rental property in San Diego INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 2861 Ocean Front Walk, San Diego CA 92109 DESCRIPTION: My title will be Host/Member Manager meaning I will be managing the property in Mission Beach San Diego, making sure rental is in compliance with all rules and regulations, rent gets paid, and maintenance is completed if needed.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PFG ADVISORS

A. M. GUIDANCE & FINANCIAL SERVICES CONSULTING LLC | WEBB FINANCIAL ADVISORS | WEALTH MANAGEMENT GROUP | UNITED PRAIRIE FINANCIAL NETWORK | UFG GROUP | TURNING POINTE WEALTH MANAGEMENT | TUCSON OLD PUEBLO WEALTH MANAGEMENT | TRUWEST WEALTH MANAGEMENT SERVICES | TRUPARTNER INVESTMENT SERVICES | TRUE COMPASS FINANCIAL | TROJAN WEALTH MANAGEMENT | THUNDERBIRD WEALTH MANAGEMENT | STATE ECU WEALTH PLANNING | STATE ECU WEALTH MANAGEMENT | STARLIFTER WEALTH MANAGEMENT | STANFORD FEDERAL INVESTMENT SERVICES | SOMMER INVESTMENTS | SCOTT HANISH LLC | SATTLER PENSION AND WEALTH MANAGEMENT | RORBACH FINANCIAL SERVICES | ROCHA WEALTH ADVISORS | RETIREADY ADVISORS | REACH INVESTMENT SERVICES | PRIORITY FINANCIAL PARTNERS, LLC | PRIORITY FINANCIAL PARTNERS | PINNACLE SOUTHWEST SECURITIES AND INVESTMENTS INC | PINNACLE SOUTHWEST SECURITIES & INVESTMENTS, CO | PINAL COUNTY FINANCIAL SERVICES | PHOCUS RETIREMENT SERVICES | PHOCUS FINANCIAL STRATEGIES GROUP | PFG ADVISORS, LLC | PFG ADVISORS | PFG (PEORIA) | OCCU WEALTH MANAGEMENT | NEXT LIFE STAGE PLANNING | MY POINT | MORROW FINANCIAL GROUP | MORRIS FINANCIAL | MISSION CITY INVESTMENT SERVICES | MILLER WEALTH MANAGEMENT, INC. | MILES BROWN ASSET MANAGEMENT | MANSELL CAPITAL MANAGEMENT | MANGUS WEALTH MANAGEMENT | LPL SUNNYVALE | LONESTAR WEALTH MANAGEMENT | LONE STAR INVESTMENT SOLUTIONS | LBW INSURANCE & FINANCIAL SERVICES | LANDINGS WEALTH ADVISORS | LANDINGS FINANCIAL SERVICES | KLEVENS CAPITAL MANAGEMENT, INC. | KEYSTONE RETIREMENT ADVISORS | KEYPOINT FINANCIAL SERVICES | KALINA WEALTH ADVISORS | JUDD WEALTH MANAGEMENT | JAMES MERKEL (PYRAMID FCU) | INTEGRO WEALTH ADVISORS | IHN FAMILY LEGACY PLANNING, INC. | IDAHO CENTRAL WEALTH MANAGEMENT | GAVAGAN FINANCIAL SERVICES | FORTHRIGHT FINANCIAL SERVICES | FIRST SERVICE WEALTH MANAGEMENT | FINANCIAL SERVICES AT FMFCU | ENCOUNTER WEALTH | ELEVATE WEALTH | EAGLE WEALTH MANAGEMENT | DIAMOND FINANCIAL PLANNING | DEER VALLEY FINANCIAL SERVICES | DAVIS FINANCIAL MANAGEMENT | CUE FINANCIAL GROUP | COUNTY FEDERAL WEALTH MANAGEMENT | CORNERSTONE ASSET MANAGEMENT (CORNERSTONE WEALTH MANAGEMENT) | COPPER STATE WEALTH MANAGEMENT | CHABOT FINANCIAL SERVICES | CANYON STATE WEALTH MANAGEMENT SERVICES | CANO CAPITAL MANAGEMENT, LLC | CALIFORNIA COAST FINANCIAL SERVICES | BLUPEAK INVESTMENT SERVICES | BATIE & CO CAPITAL MGMT LLC | ASCENSION COLLEGE PLANNING | APRICITY WEALTH MANAGEMENT | ANTHEA WEALTH MANAGEMENT | ALTIER INVESTMENTS AND FINANCIAL PLANNING | ALTIER INVESTMENT SERVICES | AERO INVESTMENT SERVICES | A.I.R.E FINANCIAL

CRD#: 173344 / SEC#: 801-80797
RIA
Registered Investment Advisory firm - SEC (12/1/2014 Approved)

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.
IAR
Arizona
(11/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Blake Edward Rorbach's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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