Company Name:
STRATEGIC WEALTH PLANNING
Alternative Name:
BLUM FINANCIAL, LP
Address:
SUITE 460, 14900 LANDMARK BLVD., DALLAS TX 75254
CRD Number:
149134
SEC Number:
801-69852
Financial Regulator:
SEC/ FINRA
Website:
http://www.awealthplan.com
Registration started
Ended
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
CDR: 3263836
JED BERNSTEIN
started on 2009-06-04
CDR: 2667312
STEPHEN BLUM
STEVE BLUM Stephen J Blum
started on 2009-01-08
CDR: 3263836
JED BERNSTEIN
ended on 2011-12-01
CDR: 2712399
Brant Brubaker
BRANT ALAN BRUBAKER
started on 2015-04-08
CDR: 2682885
Christopher Semrod
CHRISTOPHER L SEMROD CHRISTOPHER LUDVIK SEMROD
started on 2016-12-22
CDR: 6526329
Mitchell Kuhn
started on 2018-03-14
CDR: 2682885
Christopher Semrod
CHRISTOPHER L SEMROD CHRISTOPHER LUDVIK SEMROD
ended on 2019-02-01
CDR: 6526329
Mitchell Kuhn
ended on 2020-06-09



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