Robert A. Borgardts

NEXT BLOOM WEALTH

GLADSTONE, MO 64118

Some features on this profile are disabled

CRD#: 6979606

Professional summary

Robert Alexander Borgardts, CFP®, who also goes by Alex Borgardts, is a registered financial advisor currently at NEXT BLOOM WEALTH located in Gladstone, Missouri.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Core Areas of Focus

Estate & Generational Planning Issues

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Question & Answer

What are your service offerings?

Inheritance

Comprehensive Financial Planni...

Retirement Income Management

Divorce Planning

Life Transitions

Estate Planning

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Alex Borgardts

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Borgardts'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^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 29, 2022 - Present

NEXT BLOOM WEALTH

Office #1: 7001 N Locust St. #c208, Gladstone, MO 64118

RIA

CRD#: 322155

GLADSTONE, MO

Past

September 25, 2018 - July 22, 2022

COPPER FINANCIAL

RIA

CRD#: 168203

Kansas City, MO

Past

July 20, 2018 - July 22, 2022

COPPER FINANCIAL

CRD#: 168203

Kansas City, MO

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
(2/8/2023)

IAR

Missouri
(8/29/2022)

IAR

Texas
(9/26/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/31/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2018

General Securities Representative Examination

Current Firm

NEXT BLOOM WEALTH

NEXT BLOOM WEALTH | NEXT BLOOM WEALTH LLC

CRD#: 322155 / SEC#:

Kansas

Registered Investment Advisory firm - (2/8/2023 Approved)

Missouri

Registered Investment Advisory firm - (8/29/2022 Approved)

Texas

Registered Investment Advisory firm - (9/19/2022 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7001 N Locust St. #c208, Gladstone, MO 64118

Mailing Address

Phone number

(816) 307-0548

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	114
AUM (Assets Under Management)	$ 28,483,070

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.

Similar Advisors

Zachary Melloh

LJI WEALTH MANAGEMENT, LLC

IAR

Indianapolis, IN

Anna Logan

EDWARD JONES

ST. LOUIS, MO

Hazel Secco

ALIGN FINANCIAL SOLUTIONS

IAR

HOBOKEN, NJ

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Robert A. Borgardts

Professional summary

Core Areas of Focus

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Alexander Borgardts's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT BLOOM WEALTH

COPPER FINANCIAL

COPPER FINANCIAL

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/20/2018

Current Firm

NEXT BLOOM WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEXT BLOOM WEALTH

TRUST BUT VERIFY

Similar Advisors