CRD: 194516
Blackmore Financial Solutions
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- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-12-2015
- Office Locations
- 1
Office Locations
About Blackmore Financial Solutions
Blackmore Financial Solutions is a Bozeman, Montana-based advisory firm serving clients nationwide. They provide approachable financial planning and investment management for individuals, couples, investors, and business owners—covering budgeting and debt paydown, retirement planning, and small-business forecasting. Portfolios are primarily ETF-based, with custody including Altruist and Interactive Brokers. Founded by Brock and Jen Schimbeno, the team emphasizes clear, accessible guidance.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JENIFER GINNY Schimbeno
--
- CRD
- #5466416
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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BROCK SCHIMBENO
Investment Advisor
- CRD
- #6476361
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,789,537 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,789,537 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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