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Ashley Dickson

Next Bloom Wealth

Gladstone, MO

CRD 6993977

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Employer firm

Next Bloom Wealth CRD 322155

$28.5M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars
  • TAX RETURN PREPARATION, ESTATE PLANNING DOCUMENT SUPPORT SERVICE

From the firm’s Form ADV. Read the guides:

Current Employers
Next Bloom Wealth

7001 N Locust St. #C208, Gladstone, MO 64118 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-02-08
TX RA APPROVED_RES 2022-09-19
MO RA APPROVED 2022-08-29
  • KS RA
    APPROVED
    Since 2023-02-08
  • TX RA
    APPROVED_RES
    Since 2022-09-19
  • MO RA
    APPROVED
    Since 2022-08-29

Branch Locations

7001 N Locust St. #C208, Gladstone, MO 64118 • 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
Communityamerica Credit Union Lee's Summit MO 04/2008 06/2018
Copper Financial Network Llc Lenexa KS 06/2018 07/2022
Next Bloom Wealth Llc East Kansas City MO 06/2022 Present
  • 04/2008 → 06/2018
    Communityamerica Credit Union
    Lee's Summit, MO
  • 06/2018 → 07/2022
    Copper Financial Network Llc
    Lenexa, KS
  • 06/2022 → Present
    Next Bloom Wealth Llc
    East Kansas City, MO
Previous Registrations
  • 2018-10-16 → 2022-07-22
    Copper Financial
    Lenexa, KS
    Lenexa, KS
    Kansas City, MO
    Kansas City, MO
    Lee's Summit, MO
    Lee's Summit, MO
    Overland Park, KS
    Kansas City, MO
    Lenexa, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-10-16
S63 Uniform Securities Agent State Law Examination 2018-10-08
  • S65 Uniform Investment Adviser Law Examination
    2018-10-16
  • S63 Uniform Securities Agent State Law Examination
    2018-10-08
Designations
  • Certified Financial Planner
Other Names
  • Ashley Cherresse Schroll

View on SEC IAPD

Nearby Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

MARK STEVEN HORSTMANN
GARY ALVIN NAGEL
Alexis Rhian Buczek

Nearby Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Gladstone, MO
EDWARD JONES · GLADSTONE, MO
STATE FARM INVESTMENT MANAGEMENT CORP. · Gladstone, MO

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