Brock Schimbeno
Brock Schimbeno is a registered investment advisor at Blackmore Financial Solutions, based in Bozeman, MT, with 10 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.
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Brock is the Principal, Senior Broker, and owner of Blackmore Commodities, a commodities brokerage focused on hedging strategies for agricultural production, since 2015. He spends about a third of his time on this business, assisting agricultural producers and handling managerial duties.
Employment History
Current Registrations
Blackmore Financial Solutions
State Registrations2 states
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.