Blake Alexander Bagshaw

Employer firm

Arven Wealth Management LLC CRD 340167

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 12/2018
  Bagshaw Enterprises Inc
  Hillsboro, OH
• 12/2018 → 02/2019
  Kbp Foods
  Kansas City, MO
• 02/2019 → 07/2019
  Full-Time Student
  Hillsboro, OH
• 07/2019 → 11/2021
  Farnsworth Financial Services
  Newark, OH
• 11/2021 → 12/2025
  Sims Investment Management, Llc
  Cincinnati, OH
• 04/2019 → 11/2021
  Valmark Securities
  Newark, OH
• 05/2019 → 11/2021
  Valmark Securities Inc.
  Newark, OH
• 02/2020 → 11/2021
  Valmark Advisors, Inc.
  Newark, OH
• 11/2021 → Present
  Independent Insurance Agent
  Hillsboro, OH
• 12/2025 → Present
  Arven Wealth Managment, Llc
  Hillsboro, OH
• 01/2026 → Present
  Arven Wealth Managment, Llc
  Hillsboro, OH

Previous Registrations

• 2021-11-16 → 2025-12-02
  Sims Investment Management Llc
  Hillsboro, OH
  Cincinnati, OH
• 2020-02-26 → 2021-11-08
  Valmark Advisers, Inc.
  Newark, OH

Other Businesses

1.) Bagshaw Holdings, LLC; Hillsboro, OH; Shareholder; Passive investor; investment related; 6.28% owner/shareholder; 1-5 hours/month; no conflict of interest. /// 2) Bagshaw Properties, LTD;06/2019; 8414 Ohio S.R. 124, Hillsboro, Ohio 45133; Partial Ownership in company investing in start-up or private companies; Part Owner; find opportunities & Listen to pitches from companies seeking outside investors for capital purposes; YES IS Investment Related; Yes has financial interest in this company; company invests in start-up companies and different projects, company owners pull monies and invest; approximate 1-5 hrs. per month; Compensated from ownership stock./// 3) Vsimple; 06/2019; New Albany, IN 47150, Board Member, has financial interest in company: ownership stake in the company, not investment related, 1-5 hours per month./// 4) INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; 11/2021; HILLSBORO, OH; INSURANCE AND ANNUTY PRODUCT SALES; 20 HRS/MONTH SPENT ON ACTIVITY INCLUDING DURING MARKET HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-22

Designations

• Certified Financial Planner
• Chartered Financial Consultant