Unclaimed Profile

Jay Edward Pluimer

FLOURISH WEALTH MANAGEMENT INC.·EDINA, Minnesota

Series 6, Series 7, Series 24, Series 65, Series 66Clean record22 years registeredFLOURISH WEALTH MANAGEMENT INC.

3300 EDINBOROUGH WAY, EDINA, MN 55435CRD# 2272144Firm CRD# 170591

Profile Verification

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

Identity

Jay Edward Pluimer · EDINA, MN

Registration

CRD #2272144 · FLOURISH WEALTH MANAGEMENT INC. · 22 years registered

Brand Profile

Not yet started

Career History

FLOURISH WEALTH MANAGEMENT INC.

Sep 2016 – present

STANTON INVESTMENT ADVISORS

Mar 2004 – Nov 2005

RICHARDSON, TX

STANTON INVESTMENT SERVICES, INC.

Mar 2004 – Mar 2004

RICHARDSON, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 65

Series 66

Registration record

First registered · March 18, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLOURISH WEALTH MANAGEMENT INC.

CRD 170591 · SEC 801-113325

AUM

$328M

Regulatory assets under management

Employees

854 client accounts

Services offered by FLOURISH WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FLOURISH WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Jay Edward Pluimer offer?

Jay Edward Pluimer specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are Jay Edward Pluimer's credentials?

Jay Edward Pluimer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jay Edward Pluimer located?

Jay Edward Pluimer is based in EDINA, Minnesota, working with FLOURISH WEALTH MANAGEMENT INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.

How does Jay Edward Pluimer charge for services?

Jay Edward Pluimer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLOURISH WEALTH MANAGEMENT INC.?

FLOURISH WEALTH MANAGEMENT INC. has approximately 8 employees and manages $328M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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