Ricardo
Harmsen

Blackridge Asset Management, LLC

CRD#2011149
Investment Advisor
in Jupiter, FL

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About this Advisor

Ricardo Harmsen is a financial advisor based in Jupiter, Florida with 1 year of relevant experience. Harmsen is currently employed by Blackridge Asset Management, LLC. Harmsen has gained experience at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Cantella & Co., Inc, Peak Brokerage Services, LLC and Blackridge Asset Management. Harmsen holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Blackridge Asset Management, LLC is a financial advisory business based in Jupiter, FL. It has offices in 61 locations and a total of 80 employees. It administers $143 million in assets under management between its 806 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 806 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management typically are based on which services are offered. However, fees billed by Blackridge Asset Management, LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1070 E. Indiantown Road Suite 208-210
Jupiter, FL 33477

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$142,558,285

FL Average: $1,855,561,029
Total Number of Employees

80

FL Average: 62
Total Number of Accounts

806

FL Average: 2,474
Average Account Size

$176,871

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Ricardo Harmsen Work History

Ricardo has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Peak Brokerage Services, LLC

2022 - Present (2 years)

Blackridge Asset Management

2018 - 2022 (4 years)

Cantella & Co., Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 Ricardo Harmsen 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 Blackridge Asset Management, LLC

Ronald Waskow
Jupiter, FL
Marilyn Gifford
Jupiter, FL
Peter Kotos
Jupiter, FL
John Davenport
Norwalk, CT
Ernesto Mendoza
El Paso, TX
Kayla Boron
Buffalo, NY
Kevin Snow
Jackson, MI
Nathan Ramos
San Antonio, TX

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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