# PRESTIGE PLANNING, INC.

PRESTIGE PLANNING, INC. of WOODBURY, MN is an SEC-registered investment adviser.

## Registration

- CRD: 110304
- Type: SEC-registered investment adviser
- SEC file number: 801-58276
- Location: 652 BIELENBERG DRIVE, SUITE 201, WOODBURY, MN, 55125
- Phone: 651-209-9333
- Latest filing: 2019-06-27
- Regulatory AUM: $240.8M
- Discretionary AUM: $240.8M
- Clients: 3
- Accounts: 906

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| BLOSSOM CHARLES ALAN | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| BLOSSOM JUDITH EILEEN | CORPORATE SECRETARY; OWNER | — |
| HELMEKE HEIDI JO | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF EXECUTIVE OFFICER | — |
| RICH DENISE JEAN | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110304/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110304/similar
- Related entities: https://search.stillhousedata.com/firm/110304/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110304

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.