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BB

Brent J. Bloomer

CALIBER WEALTH MANAGEMENT
OVERLAND PARK, KS 66211
Some features on this profile are disabled
CRD#: 4956869
BB

Professional summary

Brent Joel Bloomer is a registered financial advisor currently at CALIBER WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.

Brent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brent has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
(1)Name of Business: Caliber Wealth Management, LLC Address: 6201 College Blvd Ste 650, Overland Park, KS, 66211, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/20/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Joel Bloomer's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 15, 2024 - Present

CALIBER WEALTH MANAGEMENT, LLC

Office #1: 6201 College Blvd Suite 650, Overland Park, KS 66211
RIA
CRD#: 331165
OVERLAND PARK, KS
Past

February 20, 2020 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Overland Park, KS
Past

February 20, 2020 - October 2, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Overland Park, KS
Past

September 9, 2005 - February 21, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Overland Park, KS
Past

August 18, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 18, 2005 - February 21, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Overland Park, KS

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".
CW
CALIBER WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA
Registered Investment Advisory firm - (7/15/2024 Approved)

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
Kansas
(7/15/2024)
IAR
Texas
(7/16/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/8/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/11/2005
General Securities Representative Examination

Current Firm

CW
CALIBER WEALTH MANAGEMENT, LLC
CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA
Registered Investment Advisory firm - (7/15/2024 Approved)
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Contact information

Main Address
6201 College Blvd Suite 650, Overland Park, KS 66211
Mailing Address
Phone number
(913) 303-3920
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CALIBER WEALTH MANAGEMENT, LLC - ADV PART 2A (7/22/2025)

Regulatory assets under management

Total Number of Accounts4,598
AUM (Assets Under Management)$ 1,168,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165Overland Park, KS 66211

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