CB
Craig E. Braemer
BLOSSOM WEALTH MANAGEMENT
LAFAYETTE, CA
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CRD#: 1085177
CB
Professional summary
Craig Ewing Braemer, CFP® is a registered financial advisor currently at BLOSSOM WEALTH MANAGEMENT, LLC located in Lafayette, California.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Craig has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The National Association of Investors? (NAIC�); Not directly investment-related (financial education); 570 Kirts Blvd, Suite 237, Troy, MI 48084; Financial education for a non-profit organization; Director in the local San Francisco Chapter of volunteers; Since 1993; Approximately 10 hours/mo. (1 during trading hours); Teaching classes on financial literacy, including teaching on investing and investment concepts. I share how the software can be used to value companies. I also visit with investment clubs and share investment concepts.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Ewing Braemer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1988
Experience
Current
February 13, 2018 - Present
BLOSSOM WEALTH MANAGEMENT, LLC
RIA
CRD#: 150402
LAFAYETTE, CA
Past
March 1, 1999 - December 31, 2015
HIGHMARK CAPITAL MANAGEMENT, INC.
RIA
CRD#: 109550
SAN FRANCISCO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BLOSSOM WEALTH MANAGEMENT, LLC
BLOSSOM WEALTH MANAGEMENT, LLC
CRD#: 150402 / SEC#: 801-118107
RIA
Registered Investment Advisory firm - (2/19/2020 Approved)California
Registered Investment Advisory firm - (4/12/2020 Terminated)Texas
Registered Investment Advisory firm - (3/13/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(2/13/2018)
IAR
Texas(10/2/2020)
Exams
Current Firm
BW
BLOSSOM WEALTH MANAGEMENT, LLC
BLOSSOM WEALTH MANAGEMENT, LLC
CRD#: 150402 / SEC#: 801-118107
RIA
Registered Investment Advisory firm - (2/19/2020 Approved)California
Registered Investment Advisory firm - (4/12/2020 Terminated)Texas
Registered Investment Advisory firm - (3/13/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Ramon, CA
Mailing Address
Po Box 125, Alamo, CA 94507
Phone number
(925) 833-9999
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 312 |
| AUM (Assets Under Management) | $ 335,725,049 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
