BLOSSOM FINANCIAL SERVICES, INC.
Legal name: CLEVELAND HAUSWIRTH INVESTMENT MANAGEMENT, INC.
CRD #132307 SEC #801-64161 MILWAUKEE, WI 414-431-6491
SEC Registered
Total AUM
$204.4M
Discretionary
$204.4M
Employees
2
Clients
--
Accounts
129
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2022
- 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 |
|---|---|---|---|---|
| CLEVELAND, NANCY, DUNHAM | I | CCO | NA | Control |
| CLEVELAND, NANCY, DUNHAM | I | CCO | NA | Control |
| CLEVELAND, NANCY, DUNHAM | I | CCO | NA | Control |
| CLEVELAND, NANCY, DUNHAM | I | CCO | NA | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY DUNHAM | I | VICE PRESIDENT, SECRETARY | D | Control |
| CLEVELAND, NANCY, DUNHAM | I | VICE PRESIDENT, SECRETARY, CCO | D | Control |
| CLEVELAND, NANCY, DUNHAM | I | VICE PRESIDENT, SECRETARY, CCO | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, FINOP | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, FINOP | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, FINOP | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY LARUE | I | PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | D | Control |
| HAUSWIRTH, ROY, LARUE | I | RETIRED | D | Control |
| HAUSWIRTH, ROY, LARUE | I | RETIRED | D | Control |
Registrations
Federal
IA
Feb 4, 2022 REGISTERED
Notice Filings (1)
WI
Address
220 E. BUFFALO STREET, SUITE 301MILWAUKEE, WI 53202
United States
Phone: 414-431-6491