William BloomCRD Number: 5541545
Current Firm: Woodbury Financial Services, Inc.
William Bloom (CRD# 5541545) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|Woodbury Financial Services, Inc.||Frankfort, IL||Feb 2014 - Current||3|
|Pruco Securities, LLC||Naperville, IL||Sep 2008 - Jan 2014||5|
|Prudential Insurance Company Of America||Frankfort, IL||Sep 2008 - Jan 2014||5|
|Unemployed||Frankfort, IL||Jul 2008 - Sep 2008||< 1|
|Jp Morgan Chase Bank Na||Chicago, IL||Jun 2008 - Jul 2008||< 1|
|Chase Investment Services Corp||Chicago, IL||Jun 2008 - Jul 2008||< 1|
|Ohio Valley University||Vienna, WV||May 2007 - May 2008||1|
|Hollister Company||Parkersburg, WV||Oct 2006 - May 2008||1|
|Ohio Valley University||Vienna, WV||Aug 2004 - May 2008||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Dec 2008|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.