Robert Alexander Borgardts
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Tax Planning
- Investment Management
Specializations
Other Aliases
Alex Borgardts
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
NEXT BLOOM WEALTH | NEXT BLOOM WEALTH LLC
Contact Information
Main Address
7001 N Locust St. #c208, Gladstone, MO 64118Phone Number
(816) 307-0548# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
114AUM (Assets Under Management)
$28,483,070Similar Advisors
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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.
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State Registrations and Notice Filings
(2/8/2023)
(8/29/2022)
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Robert Alexander Borgardts's CRS (Customer Relationship Summary).
Services Offered by Robert
- Estate & Legacy Planning
- Financial Planning
- Retirement Planning
- Tax Planning
- Investment Management
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