Blake
Bagshaw
Sims Investment Management LLC
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About this Advisor
Blake Bagshaw is a financial advisor who works out of Hillsboro, Ohio with 2 years of industry experience. Bagshaw is an employee of Sims Investment Management LLC. Their career trajectory has included roles at Bagshaw Enterprises Inc, Kbp Foods, Unemployed (Full-Time Studying For Series 7), Northern Kentucky University, Farnsworth Financial Services and Sims Investment Management, LLC. Bagshaw maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California, Kentucky, Louisiana, Ohio, Texas and West Virginia. Sims Investment Management LLC is a financial advisory company operating out of Cincinnati, OH. The firm has offices in two locations and just five financial advisors. It controls $140 million in assets under management among its 1,374 accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 1,374 client accounts, just 14% are associated with high-net-worth individuals who have at least $1 million in assets. Sims Investment Management Llc offers portfolio management for individuals and small businesses. Financial management fee schedules vary depending on the type of financial services. However, fees charged by Sims Investment Management LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sims Investment Management LLC Brokerage Details
$140,041,875
5
1,374
$101,923
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Blake Bagshaw Work History
Blake has been registered as a financial advisor for 2 years.*
Sims Investment Management, LLC
Unemployed (Full-Time Studying For Series 7)
Farnsworth Financial Services
Kbp Foods
Bagshaw Enterprises Inc
Northern Kentucky University
*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 Bagshaw 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 Sims Investment Management LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Hillsboro, OH
Cincinnati, OH
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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