Unclaimed Profile

Brent Joel Bloomer

CALIBER WEALTH MANAGEMENT, LLC·OVERLAND PARK, Kansas

SIE, Series 7, Series 66Clean record20 years registeredCALIBER WEALTH MANAGEMENT, LLC

6201 COLLEGE BLVD, OVERLAND PARK, KS 66211CRD# 4956869Firm CRD# 331165

Profile Verification

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

Identity

Brent Joel Bloomer · OVERLAND PARK, KS

Registration

CRD #4956869 · CALIBER WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

CALIBER WEALTH MANAGEMENT, LLC

Jul 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Feb 2020 – Oct 2024

Overland Park, KS

AMERIPRISE FINANCIAL SERVICES, LLC.

Sep 2005 – Feb 2020

Overland Park, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 9, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALIBER WEALTH MANAGEMENT, LLC

CRD 331165 · SEC 801-130677

AUM

$1.1B

Regulatory assets under management

Employees

5,512 client accounts

Services offered by CALIBER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALIBER WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Brent Joel Bloomer offer?

Brent Joel Bloomer specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Brent Joel Bloomer's credentials?

Brent Joel Bloomer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Joel Bloomer located?

Brent Joel Bloomer is based in OVERLAND PARK, Kansas, working with CALIBER WEALTH MANAGEMENT, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Brent Joel Bloomer charge for services?

Brent Joel Bloomer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALIBER WEALTH MANAGEMENT, LLC?

CALIBER WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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