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BS

Brock Schimbeno

BLACKMORE FINANCIAL SOLUTIONS
Bozeman, MT 59718
Some features on this profile are disabled
CRD#: 6476361
BS

Professional summary

Brock Schimbeno is a registered financial advisor currently at BLACKMORE FINANCIAL SOLUTIONS located in Bozeman, Montana.

Brock is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brock has worked at 1 firm and has passed the Series 66, Series 7, SIE, Series 3 and Series 30 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brock 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

November 12, 2015 - Present

BLACKMORE FINANCIAL SOLUTIONS

Office #1: 389 S. Ferguson Ave Ste. 204, Bozeman, MT 59718
RIA
CRD#: 194516
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
Minnesota
(3/5/2019)
IAR
Montana
(11/12/2015)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/30/2015
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/10/2015
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/10/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 4/9/2009
National Commodity Futures Examination
Principal/Supervisory Exam
RR
Series 30
Date: 4/11/2011
NFA Branch Manager 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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