Andrew Thomas, financial advisor Leawood KS
90 score

Andrew Thomas

CRD 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 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Andrew J. Thomas
Phone Number: 888-446-8416
Firm Website: http://www.b1m.me
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    3,888
    ACCOUNTS
  • Average Account Value
    $83,460
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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