Blake A. Bagshaw

ARVEN WEALTH MANAGEMENT LLC

HILLSBORO, OH 45133

Some features on this profile are disabled

CRD#: 7114478

Professional summary

Blake Alexander Bagshaw is a registered financial advisor currently at ARVEN WEALTH MANAGEMENT LLC located in Hillsboro, Ohio.

Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Blake has worked at 4 firms and has passed the Series 66, Series 7TO and SIE 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 Blake Alexander Bagshaw'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

January 26, 2026 - Present

ARVEN WEALTH MANAGEMENT LLC

Office #1: 8414 State Route 124, Hillsboro, OH 45133

RIA

CRD#: 340167

HILLSBORO, OH

Past

November 16, 2021 - December 2, 2025

SIMS INVESTMENT MANAGEMENT LLC

RIA

CRD#: 169491

CINCINNATI, OH

Past

February 26, 2020 - November 8, 2021

VALMARK ADVISERS, INC.

RIA

CRD#: 108050

Newark, OH

Past

May 24, 2019 - November 8, 2021

VALMARK SECURITIES, INC.

CRD#: 31243

NEWARK, OH

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

Ohio
(1/26/2026)

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

State Security Law Exam

IAR

Series 66

Date: 9/22/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/24/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/8/2019

Securities Industry Essentials Examination

Current Firm

ARVEN WEALTH MANAGEMENT LLC

CRD#: 340167 / SEC#:

Ohio

Registered Investment Advisory firm - (1/26/2026 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8414 State Route 124, Hillsboro, OH 45133

Mailing Address

Phone number

(937) 402-6231

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Mary Ann Ferreira

THE ENSEMBLE TEAM

IAR

SEATTLE, WA

Jeffrey Norris

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Blake A. Bagshaw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blake Alexander Bagshaw's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARVEN WEALTH MANAGEMENT LLC

SIMS INVESTMENT MANAGEMENT LLC

VALMARK ADVISERS, INC.

VALMARK SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/22/2020

Series 7TO

Date: 5/24/2019

SIE

Date: 4/8/2019

Current Firm

ARVEN WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

ARVEN WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Similar Advisors