Unclaimed Profile

Chris Kyle Costello

BLOOOM, INC.·LEAWOOD, Kansas

Series 7, Series 8, Series 24, Series 52, Series 63, Series 6524 years registeredBLOOOM, INC.

5325 W. 115TH PLACE, LEAWOOD, KS 66211CRD# 2630844Firm CRD# 168604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chris Kyle Costello · LEAWOOD, KS

Registration

CRD #2630844 · BLOOOM, INC. · 24 years registered

Brand Profile

Not yet started

Career History

CURTIS CAPITAL ADVISORS

May 2024 – present

YUKON WEALTH MANAGEMENT, INC.

Feb 2024 – Mar 2024

OVERLAND PARK, KS

MORGAN STANLEY

Feb 2023 – Sep 2023

Overland Park, KS

BLOOOM, INC.

Jun 2014 – Dec 2022

OVERLAND PARK, KS

THE RETIREMENT PLANNING GROUP, INC.

Feb 2004 – Jan 2021

LEAWOOD, KS

WACHOVIA SECURITIES, LLC

Jul 2003 – Mar 2004

OVERLAND PARK, KS

PRUDENTIAL SECURITIES INCORPORATED

Mar 2002 – Jul 2003

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 52

Series 63

Series 65

Registration record

First registered · March 7, 2002

Years registered · 24

Disclosure History

2003Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BLOOOM, INC.

CRD 168604 · SEC 801-78556

Employees

Total firm employees

Services offered by BLOOOM, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BLOOOM, INC. →

Introduction

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Frequently Asked Questions

What services does Chris Kyle Costello offer?

Chris Kyle Costello specializes in Investment Management. Contact their office in LEAWOOD, Kansas for a consultation.

What are Chris Kyle Costello's credentials?

Chris Kyle Costello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chris Kyle Costello located?

Chris Kyle Costello is based in LEAWOOD, Kansas, working with BLOOOM, INC.. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.

How does Chris Kyle Costello charge for services?

Chris Kyle Costello's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLOOOM, INC.?

BLOOOM, INC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.

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