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Shannon Marie Duncan

BLOOOM, INC.·LEAWOOD, Kansas
Series 6, Series 7, Series 63, Series 65Clean record15 years registeredBLOOOM, INC.
5325 W. 115TH PLACE, LEAWOOD, KS 66211CRD# 2787453Firm CRD# 168604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Shannon Marie Duncan · LEAWOOD, KS
Registration
CRD #2787453 · BLOOOM, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: BLOOOM, INC.
LIVELY WEALTH, LLC
May 2022 – Jan 2023
SAN FRANCISCO, CA
BLOOOM, INC.
Oct 2015 – Feb 2022
OVERLAND PARK, KS
SMART401K, LLC
Jan 2011 – Apr 2013
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 24, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLOOOM, INC.
CRD 168604 · SEC 801-78556
Employees
1
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. →
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Frequently Asked Questions

What services does Shannon Marie Duncan offer?
Shannon Marie Duncan specializes in Investment Management.
What are Shannon Marie Duncan's credentials?
Shannon Marie Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Marie Duncan located?
Shannon Marie Duncan is based in LEAWOOD, Kansas, last registered with BLOOOM, INC..
How does Shannon Marie Duncan charge for services?
Shannon Marie Duncan'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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