Blackmore Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Blackmore Financial Solutions provides wealth management and financial planning to individuals, families, and small businesses. The firm offers portfolio management, fee-based comprehensive planning, and hourly or flat-fee planning engagements, and it also brokers life, health, and disability insurance through an affiliated insurance brokerage to augment client strategies.
Investment advice is tailored using both fundamental valuation measures (P/E, P/B, Shiller P/E, ROE, free cash flow) and technical indicators (50- and 200-day moving averages), and recommended holdings commonly include ETFs and individual stocks. For well-qualified clients the firm offers actively managed short-term stock option strategies and uses derivatives in separately managed accounts, with such allocations generally limited to under 20% of investable assets and subject to suitability screening.
Compared with many peers, the firm combines advisory work with other financial product sales and may receive brokerage commissions for execution, and it maintains an association with the National Futures Association reflecting derivatives and futures market experience. It also offers atypical advisory services for a firm of its size, including business valuation and exit-planning consulting and financial planning support for collaborative divorce and mediation.
Client services
Expertise
Occupation focus
Fee options
$999 per individual’s plan; $1,399 per couple’s plan
$0 - $50,000: $49 per month (ongoing planning) $0 - $150,000: $79 per month (ongoing planning) $0 - $250,000: 1.4% $250,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% $1,000,000+: 0.75%
Commissions for brokerage execution are charged in addition to portfolio management fees
$275 per hour
$49 per month up to $50,000; $79 per month up to $150,000
Account minimum: $150,000 Fee-only: Hourly: $275 per hour; Flat fee planning: $999 individual plan, $1,399 couple’s plan; Monthly planning: $49/month up to $50,000, $79/month up to $150,000
Main office
389 S. Ferguson Ave Ste. 204
Bozeman MT 59718
Advisors at this office
2
Most active in
Minnesota · Montana
Also doing business as
Blackmore Commodities · Blackmore Exit Planning · Blackmore Financial Solutions · Blackmore Group, LLC · Blackmore Insurance · Blackmore Investments · Blackmore Valuations · Blackmore Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Brock S
Series 66
Bozeman, MT
Blackmore Financial Solutions
Brock Schimbeno is a financial advisor at Blackmore Financial Solutions in Bozeman, MT, holding a Series 66 designation with 10 years of industry experience. He has been with Blackmore Group, LLC since 2015. Outside of his advisory role, he owns and operates Blackmore Commodities, a brokerage focused on hedging strategies for agricultural producers. Blackmore Financial Solutions provides holistic wealth management and financial planning services to individuals, couples, and small businesses. The firm offers customized portfolios using fundamental and technical analysis and incorporates derivative strategies for qualified clients, while also serving a significant non-high-net-worth client base through flat-fee and hourly planning options.
Jenifer S
Series 63, Series 65
Bozeman, MT
Blackmore Financial Solutions
Jenifer Schimbeno is a financial advisor at Blackmore Financial Solutions with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Private Bank. Outside of her advisory role, she hosts the Beautifully Equipped podcast and serves on the board of directors for the Bozeman Area Community Foundation. Blackmore Financial Solutions provides holistic wealth management and financial planning to individuals, couples, and small businesses, offering customized portfolios and discretionary account management that includes fundamental and technical analysis. The firm serves a broad client base with services ranging from hourly planning to active management of stock options and commodity futures.
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