# BLOSSOM FINANCIAL SERVICES, INC.

BLOSSOM FINANCIAL SERVICES, INC. of MILWAUKEE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 132307
- Type: SEC-registered investment adviser
- SEC file number: 801-64161
- Location: 220 E. BUFFALO STREET, SUITE 301, MILWAUKEE, WI, 53202
- Phone: 414-431-6491
- Latest filing: 2022-02-04
- Regulatory AUM: $204.4M
- Discretionary AUM: $204.4M
- Clients: 2
- Accounts: 129

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| HAUSWIRTH ROY LARUE | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER; PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, FINOP (+1 more) | — |
| CLEVELAND NANCY DUNHAM | CCO; VICE PRESIDENT; VICE PRESIDENT, SECRETARY (+1 more) | — |
| CORREA TRICIA ANNE | SECRETARY/TREASURER,AND FINANCIAL AND OPERATIONS PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132307/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132307/similar
- Related entities: https://search.stillhousedata.com/firm/132307/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132307

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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.