Jenifer Schimbeno
Jenifer Schimbeno is a registered investment advisor at Blackmore Financial Solutions, based in Bozeman, MT, with 7 years of industry experience. Their practice areas include Divorce Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 171 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackmore Financial Solutions charges a fee based on the value of your portfolio. The fees are non-negotiable and calculated at the end of each month. These fees do not include brokerage commissions. The specific fee schedule is not included in this document.
Location
389 S. Ferguson Ave Ste. 204, Bozeman, MT, 59718
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jenifer owns residential rental property and receives rent checks, dedicating minimal time to this activity. She also spends about a quarter of her time on the Beautifully Equipped podcast and dedicates minimal time to serving on the board of directors for the Bozeman Area Community Foundation.
Employment History
Current Registrations
Blackmore Financial Solutions
State Registrations1 state
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.