Andrew ThomasCRD Number: 6085069
Current Firm: Blooom, Inc.
Andrew Thomas (CRD# 6085069) is an Investment Advisor Representative working at Blooom, Inc. in Leawood, KS and has over 4 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Blooom Inc.||Leawood, KS||Oct 2015 - Current||1|
|Creative Planning||Leawood, KS||Jun 2015 - Sep 2015||< 1|
|Smart401k, LLC||Overland Park, KS||Dec 2010 - Jun 2015||4|
|Capitol Federal Savings||Leawood, KS||Sep 2010 - Nov 2010||< 1|
|Emporia State University||Emporia, KS||May 2010 - Aug 2010||< 1|
|Emporia State University||Emporia, KS||Aug 2006 - May 2010||3|
|Ruby Tuesday||Olathe, KS||Jun 2007 - Jul 2009||2|
|American Eagle Outfitters||Leawood, KS||Jun 2005 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management324MILLIONS
Total Number of Accounts3,888ACCOUNTS
Average Account Value$83,460
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI