Brittany K Boma
Professional Summary
Brittany K Boma is a registered financial advisor currently at JOSEPH WEALTH MANAGEMENT, LLC located in Forest Park, Illinois and JOSEPH EDEN CAPITAL, LLC located in Forest Park, Illinois. Brittany is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Brittany has worked at 2 firms and has passed the Series 66, Series 99TO, Series 7TO, SIE and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
Years of Experience
5 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
Current Firm
JOSEPH WEALTH MANAGEMENT, LLC
Contact Information
Main Address
7600 West Roosevelt Rd. Suite 10, Forest Park, IL 60130Phone Number
(800) 807-2881# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
134AUM (Assets Under Management)
$17,612,218Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
State Registrations and Notice Filings
(6/8/2022)
(5/13/2022)
(6/5/2026)
(12/13/2022)
(5/31/2022)
(4/8/2026)
(4/21/2022)
(5/13/2022)
(6/5/2026)
(4/13/2023)
(8/8/2022)
(5/13/2022)
(6/6/2022)
(5/13/2022)
(5/13/2022)
(5/13/2022)
(5/25/2022)
(5/13/2022)
(9/16/2022)
(5/24/2022)
(7/5/2022)
(5/13/2022)
(5/13/2022)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Brittany K Boma's CRS (Customer Relationship Summary).
Similar Advisors
WILLIAM BLAIR
VERTEX PARTNERS
RISE INVESTMENT MANAGEMENT, LLC
THE DALA GROUP, LLC