Blake
Rorbach

Pfg Advisors

CRD#6111631
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Blake Rorbach is a financial advisor who works in Scottsdale, Arizona, with a total of 2 years of relevant experience. Rorbach is an employee of Pfg Advisors. Throughout their career, they have worked at Morgan Stanley, Morgan Stanley Private Bank, National Association, Ubs Financial Services Inc, Securities America, Inc and Pfg Advisors. Rorbach maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Pfg Advisors is an advisory business based out of Phoenix, AZ. The company has offices in 129 locations and a total of 94 financial advisors. It handles $2 billion in assets between its 9,045 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 9,045 customer accounts, just 10% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Pfg Advisors performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which service is provided. However, fees charged by Pfg Advisors most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4338 N. 70Th Street
Scottsdale, AZ 85251

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

AZ Average: $1,555,372,352
Total Number of Employees

94

AZ Average: 37
Total Number of Accounts

9,045

AZ Average: 1,370
Average Account Size

$202,940

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Blake Rorbach Work History

Blake has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Securities America, Inc

2021 - Present (3 years)

Pfg Advisors

2015 - 2015 (< 1 year)

Morgan Stanley Private Bank, National Association

2015 - 2021 (6 years)

Ubs Financial Services Inc

2013 - 2015 (2 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Blake Rorbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

William Batie
Albuquerque, NM
Heather Metcalf
Springfield, OR
John Griffith
Eugene, OR
Blake Rorbach
Scottsdale, AZ
James Merkel
Tucson, AZ
Heather Schara
Albuquerque, NM
Kyle Johnson
San Diego, CA
Eric Stelnick
Valencia, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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