Blake Bagshaw, ChFC®

Helping you Lead a Life of Greater Financial Security and Personal Success

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Sims Investment Management, LLC Blake Bagshaw, ChFC®
Cincinnati, OH

Serving Clients Nationwide

Helping you Lead a Life of Greater Financial Security and Personal Success

Areas of Focus

  • Financial Life Planning
  • High Net Worth
  • Insurance
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, my name is Blake Bagshaw, and I’m an Investment Advisor Representative here at Sims Investment Management. I was born and raised in the small town of Hillsboro, Ohio (which is also where I currently reside).

I attended Northern Kentucky University from 2009-2013 where I earned a Bachelor's Degree in Entrepreneurship. While at NKU, I had the privilege of playing baseball for the Norse.

After graduating, I quickly went to work for the family business (Franchisees of YUM! Brand restaurants). After a successful tenure, and assisting in the selling of our business in 2018, I moved over to the field of finance. I’ve grown to love the industry and it has provided a great avenue to fulfill my passion of helping others achieve their dreams.

In my personal time, I enjoy spending time with my wife, Kayla, our kids Grayson and Adylee, and our two dogs, Tucker & Riggs. I’m an outdoor enthusiast and I always enjoy hitting the links for a round of golf, hanging out with other family and friends, assisting in community projects, and traveling.

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ChFC® - The ChFC® professional has completed a course of study encompassing the essentials of financial planning, including insurance, income taxation, retirement planning, investments, behavioral finance, small business planning, estate planning, and more. The program taken is designed for approximately 300-320 hours of study.

Professional Designations

  • Chartered Financial Consultant (ChFC)

Primary Location

2101 Grandin Road, Suite A Cincinnati, OH 45208

Additional Locations

📍 8414 State Route 124 Hillsboro, OH 45133

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

We strive to be our client’s trusted advisor! We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

OUR WHY

Helping you Lead a Life of Greater Financial Security and Personal Success

OUR SERVICES

✔️ Investments: Investments play a key role in your financial security plan. A diversified portfolio that closely matches an investor’s financial profile and tolerance for risk is essential to a achieving financial freedom.

✔️ Your Finances: Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

✔️ Retirement Planning: Retirement planning today has taken on many new dimensions. Let us review your old 401(k) and show you the benefits of rolling it into an IRA.

We manage assets for individuals and families, providing investment management, and financial planning services.

Education

Northern Kentucky University, Bachelor's Degree in Entrepreneurship

Hobbies and Interests

  • Exercising
  • Family
  • Golf
  • Movies
  • Sports
  • Traveling
  • Working Out

Who We Serve

  • Baby Boomers
  • Christians
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Intergenerational Families
  • Living in Retirement

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