Ian Bloom
OPEN WORLD FINANCIAL LIFE PLANNING
Raleigh, NC
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CRD#: 6461748
Professional summary
Ian Bloom, CFP®, who also goes by Ian H Bloom, is a registered financial advisor currently at OPEN WORLD FINANCIAL LIFE PLANNING located in Raleigh, North Carolina.
Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ian has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Hi! My name is Ian Bloom. I started my firm, Open World Financial Life Planning because I wanted to serve other nerds, not sell financial products. I focus on systematizing my clients’ financial lives to reduce their stress and worry, so that they can focus on their passions.
As a nerd, I understand what it’s like to have hobbies and priorities outside of the norm. Whether your interests lie in gaming, programming, collecting, or something tamer, my goal is to make your financial life much more simple so that you have less stress and more time to focus on your interests. Your time should be spent doing the things you love and taking care of the people you care about.
My philosophy on financial life planning was shaped through my experience getting my CFP® designation, my bachelor’s degree in Psychology, and three years of amazing mentorship in the financial industry. Comprehensive financial life planning with my firm combines the skills I’ve developed through my experience and education, the perspective I have as a nerd and Millennial, and the drive I have to increase financial literacy within my community.
Working with my firm starts with a complimentary first meeting in which we talk through your values, goals, and finances. If we decide to work together we will gather details on your finances, analyze and prioritize your goals, and eventually arrive at a plan through collaboration. I will help with the implementation of that plan, educating you on the what’s and why’s of each checklist item so that you feel comfortable with the changes.
Go ahead and book that first meeting to get started! It’s always FREE.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Estate Planning
Debt Management
Insurance Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Budgeting
Do you have an area of expertise or specialization?
AUM
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Estate & Generational Planning...
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Are you a "fiduciary"?
Yes
Aliases
Ian H Bloom
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.
Ian Bloom is a potential member of the Financial Review Council with Policygenius and is compensated on an hourly basis for reviewing articles for accuracy. This activity will account for no more than 5% of his time. Ian began this activity in March 2022 and devotes approximately 5 working hours per month to this work.
CRS (Client Relationship Summary) - RIA
Click below to view Ian Bloom'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: 2018
Experience
Current
August 22, 2018 - Present
OPEN WORLD FINANCIAL LIFE PLANNING
RIA
CRD#: 297350
Raleigh, NC
Past
March 25, 2017 - July 3, 2018
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
RALEIGH, NC
Past
March 25, 2017 - July 3, 2018
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
RALEIGH, NC
Past
August 19, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
RALEIGH, NC
Past
May 6, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
RALEIGH, NC
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
North Carolina(8/22/2018)
IAR
Texas(4/22/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OPEN WORLD FINANCIAL LIFE PLANNING
OPEN WORLD FINANCIAL LIFE PLANNING | OPEN WORLD FINANCIAL PLANNING LLC | OPEN WORLD FINANCIAL PLANNING
CRD#: 297350 / SEC#:
North Carolina
Registered Investment Advisory firm - (8/22/2018 Approved)Texas
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Contact information
Main Address
Raleigh, NC
Mailing Address
4501 New Bern Ave Suite 130, Pmb 153, Raleigh, NC 27610
Phone number
(919) 200-0059
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 8,099,304 |
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.
