PRESTIGE PLANNING, INC.
Legal name: PRESTIGE WEALTH MANAGEMENT
CRD #110304 SEC #801-58276 WOODBURY, MN 651-209-9333
SEC Registered
Total AUM
$240.8M
Discretionary
$240.8M
Employees
3
Clients
251
Accounts
906
Firm Details
- Organization Type
- Corporation
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 27, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLOSSOM, JUDITH, EILEEN | I | CORPORATE SECRETARY | NA | |
| HELMEKE, HEIDI, JO | I | CHIEF COMPLIANCE OFFICER | NA | |
| HELMEKE, HEIDI, JO | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | |
| HELMEKE, HEIDI, JO | I | CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | NA | |
| RICH, DENISE, JEAN | I | CCO | NA | |
| RICH, DENISE, JEAN | I | CCO | NA | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, CHARLES, ALAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| BLOSSOM, JUDITH, EILEEN | I | OWNER | E | Control |
| BLOSSOM, JUDITH, EILEEN | I | OWNER | E | Control |
Registrations
Federal
IA
Jun 27, 2019 REGISTERED
Notice Filings (6)
CA FL MN NE TX WI
Address
652 BIELENBERG DRIVESUITE 201
WOODBURY, MN 55125
United States
Phone: 651-209-9333