Ashley Dickson

NEXT BLOOM WEALTH

GLADSTONE, MO 64118

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CRD#: 6993977

Professional summary

Ashley Dickson, CFP®, who also goes by Ashley Cherresse Schroll, is a registered financial advisor currently at NEXT BLOOM WEALTH located in Gladstone, Missouri.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ashley has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Life Transitions

Comprehensive Financial Planni...

Estate Planning

Retirement Income Management

Inheritance

Divorce Planning

Tax Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Ashley Cherresse Schroll

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.

Ashley Dickson is currently employed as a Tax Preparation Specialist at Borgardts CPA, LLC. This activity accounts for approximately 5% of her time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Dickson'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: 2022

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

October 16, 2018 - July 22, 2022

COPPER FINANCIAL

RIA

CRD#: 168203

Kansas City, MO

Past

August 3, 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 65

Date: 10/16/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/8/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/3/2018

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)

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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	103
AUM (Assets Under Management)	$ 22,521,823

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.

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Ashley Dickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Dickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEXT BLOOM WEALTH

COPPER FINANCIAL

COPPER FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 10/16/2018

Series 63

Date: 10/8/2018

SIE

Date: 10/1/2018

Series 7

Date: 8/3/2018

Current Firm

NEXT BLOOM WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEXT BLOOM WEALTH

TRUST BUT VERIFY

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