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Willem Raleigh Bloemsma

Compound Planning, Inc.

Denver, CO

New York, NY

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Current Employers
Compound Planning, Inc.

115 Broadway 5Th Floor, New York, NY 10006 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-09
CA RA APPROVED 2025-01-01
CO RA APPROVED 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2025-01-09
  • CA RA
    APPROVED
    Since 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

Denver, CO • United States

115 Broadway 5Th Floor, New York, NY 10006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Denver CO 02/2016 09/2016
Personal Capital Denver CO 11/2016 06/2018
Personal Capital Denver CO 06/2018 04/2023
Empower Advisory Group, Llc Greenwood Village CO 04/2023 01/2024
Compound Plannng New York NY 01/2024 Present
  • 02/2016 → 09/2016
    Foresters Financial
    Denver, CO
  • 11/2016 → 06/2018
    Personal Capital
    Denver, CO
  • 06/2018 → 04/2023
    Personal Capital
    Denver, CO
  • 04/2023 → 01/2024
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 01/2024 → Present
    Compound Plannng
    New York, NY
Previous Registrations
  • 2023-04-03 → 2024-01-30
    Empower Advisory Group, Llc
    Greenwood Village, CO
  • 2018-02-16 → 2023-04-03
    Personal Capital Advisors Corporation
    Denver, CO
    Denver, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-02-16
  • S65 Uniform Investment Adviser Law Examination
    2018-02-16
Other Names
  • Will Bloemsma

View on SEC IAPD

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