Unclaimed Profile

Charles Alan Blossom

PRESTIGE PLANNING, INC.·LAKE ELMO, Minnesota

SIE, Series 6, Series 7, Series 22, Series 24, Series 63CFP20 years registeredPRESTIGE PLANNING, INC.

8631 EAGLE POINT BLVD, LAKE ELMO, MN 55042CRD# 728958Firm CRD# 110304

Profile Verification

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

Identity

Charles Alan Blossom · LAKE ELMO, MN

Registration

CRD #728958 · PRESTIGE PLANNING, INC. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRESTIGE PLANNING, INC.

PRESTIGE WEALTH MANAGEMENT

Aug 2005 – Dec 2019

LAKE ELMO, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Registration record

First registered · August 15, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

2002Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PRESTIGE PLANNING, INC.

CRD 110304 · SEC 801-58276

AUM

$241M

Regulatory assets under management

Employees

906 client accounts

Services offered by PRESTIGE PLANNING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRESTIGE PLANNING, INC. →

Introduction

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Frequently Asked Questions

What services does Charles Alan Blossom offer?

Charles Alan Blossom specializes in Financial Planning, Investment Management.

What are Charles Alan Blossom's credentials?

Charles Alan Blossom holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Alan Blossom located?

Charles Alan Blossom is based in LAKE ELMO, Minnesota, last registered with PRESTIGE PLANNING, INC..

How does Charles Alan Blossom charge for services?

Charles Alan Blossom'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 PRESTIGE PLANNING, INC.?

PRESTIGE PLANNING, INC. has approximately 3 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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