Blooom, Inc.

Blooom, Inc. (CRD# 168604) is a financial advisory firm headquartered in Leawood, KS. They manage $324,493,894 in 3,888 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Blooom, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Shannon M. Duncan
CRD#: 2787453
5325 W. 115th Place, Leawood, KS 66211
93
Wealthminder
score

Shannon Duncan (CRD# 2787453) is an Investment Advisor Representative working at Blooom, Inc. in Leawood, KS and has over 19 years of experience in the finance industry.

2
Andrew M. Wank
CRD#: 5676143
5325 W. 115th Place, Leawood, KS 66211
93
Wealthminder
score

Andrew Wank (CRD# 5676143) is an Investment Advisor Representative working at Blooom, Inc. in Leawood, KS and has over 7 years of experience in the finance industry.

3
Andrew J. Thomas
CRD#: 6085069
5325 W. 115th Place, Leawood, KS 66211
90
Wealthminder
score

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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