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Jay Edward Pluimer

Flourish Wealth Management Inc.

Edina, MN

CRD 2272144

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Employer firm

Flourish Wealth Management Inc. CRD 170591

$455M regulatory AUM 4 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • PROJECT-BASED FINANCIAL CONSULTING SERVICES

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

Current Employers
Flourish Wealth Management Inc.

3300 Edinborough Way Suite 420, Edina, MN 55435 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-18
MN RA APPROVED 2016-09-12
  • TX RA
    APPROVED_RES
    Since 2024-10-18
  • MN RA
    APPROVED
    Since 2016-09-12

Branch Locations

3300 Edinborough Way Suite 420, Edina, MN 55435 • 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
Flourish Wealth Management Inc. Edina MN 03/2016 Present
Previous Registrations
  • 2004-03-18 → 2005-11-14
    Stanton Investment Services, Inc.
    Richardson, TX
    Dallas, TX
    Plano, TX
Other Businesses

Jay Pluimer is the co - owner of rental property as a sole proprietor in California, this activity amounts to 2 hours of his time per month.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-12
S66 Uniform Combined State Law Examination 2003-10-02
  • S65 Uniform Investment Adviser Law Examination
    2016-09-12
  • S66 Uniform Combined State Law Examination
    2003-10-02

View on SEC IAPD

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