CoverProfile

Blake Bagshaw

Investment Advisor Representative

Sims Investment Management LLC

United States, Ohio, Hillsboro

About Me

Planning for your financial future can be overwhelming. I'm a true believer in the importance of educating clients on their opportunities and the issues that could affect their financial well-being. In doing so, this provides clients the opportunity to make objective and informed decisions. Ensuring clients understand their financial game-plan before it is implemented is imperative. I believe it leads to a more comfortable and trustworthy relationship. Ultimately, the goal is to align a person’s life goals with their financial goals so that everything is working towards the same endgame. I attended Northern Kentucky University where I earned a Bachelors Degree in Entrepreneurship. While a

View more

Profile Information

Investment Advisor Representative

Sims Investment Management LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Hillsboro

Ohio

United States

Aug 25, 2025

More profiles to browse

Profile Photo
Ryan S. Atkins
Investment Adviser Representative
Profile Photo
Michael Perry
Investment Advisor Representative
CS
Cory Sims
Founder, Managing Member, Investment Advisor Representative

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University