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Blake Bjordahl

35 Years of Experience

Blake Bjordahl is a registered investment advisor at Nova Financial Services, based in Tucson, AZ, with 35 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 737 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
737 clients
Average Client Portfolio
$531K average
Assets Under Management
$391.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $2.0M2.25%
$2.0M - $5.0M2.00%
$5.0M - $10.0M1.75%
$10M+Included

Fees are negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1630 E River Rd, Suite 212, Tucson, AZ, 85718

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Blake works as a Compliance Consultant/RR for Ministry Partners Securities, LLC, dedicating about half of his time. He also works as a consultant for Compliance Works, a securities compliance consulting firm, dedicating about a quarter of his time; Compliance Works consults with firms such as Nova Financial & Insurance Services and 20/20 Management, Inc.

Employment History
Current Registrations
Nova Financial Services
April 2016 - Present · 10 yrs
Previous Registrations
Mutual Securities, INC.Broker
February 2016 - April 2016 · 2 mos
Ministry Partners Securities, LLC
September 2013 - February 2017 · 3 yrs 5 mos
Ministry Partners Securities, LLCBroker
September 2013 - February 2017 · 3 yrs 5 mos
Vanderbilt Advisory Services
August 2010 - December 2011 · 1 yr 4 mos
Absolute Capital Management, LLC
June 2010 - May 2013 · 2 yrs 11 mos
Vanderbilt Securities, LLCBroker
February 2010 - September 2011 · 1 yr 7 mos
First Allied Securities, INC.Broker
February 2008 - February 2009 · 1 yr
Centaurus Financial, INC.
February 2000 - January 2008 · 7 yrs 11 mos
Centaurus Financial, INC.Broker
July 1999 - January 2008 · 8 yrs 6 mos
Camden Financial ServicesBroker
September 1995 - August 1997 · 1 yr 11 mos
Centaurus Financial, INC.Broker
June 1994 - December 1997 · 3 yrs 6 mos
Titan/value Equities Group, INC.Broker
April 1990 - June 1994 · 4 yrs 2 mos
Titan/value Equities Group, INC.Broker
August 1987 - June 1994 · 6 yrs 10 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Blake Bjordahl - Financial Advisor | TrueAdvisor