Willem Bloemsma (CRD# 6607216) is an Investment Advisor Representative working at Compound Planning in New York, NY and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compound Plannng | New York, NY | Jan 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Jan 2024 | < 1 |
| Personal Capital | Denver, CO | Jun 2018 - Apr 2023 | 4 |
| Personal Capital | Denver, CO | Nov 2016 - Jun 2018 | 1 |
| Foresters Financial | Denver, CO | Feb 2016 - Sep 2016 | < 1 |
| Blucar | Boulder, CO | Jul 2015 - Feb 2016 | < 1 |
| University Of Colorado @boulder | Boulder, CO | Jan 2015 - Jul 2015 | < 1 |
| Aspen Meadows Resort | Aspen, CO | Jun 2013 - Jan 2015 | 1 |
| Ute City Grill | Aspen, CO | Jun 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- CO
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Total Assets Under Management1,396MILLIONS
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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