BLAZING STAR FINANCIAL
Firm details
- Headquarters
- TOPEKA, Kansas
- CRD number
- 312042
- Website
- blazingstarfinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC, THE LEADERS GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals57.7%
- HNWI42.3%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blazing Star Financial is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its billing combines percentage-of-AUM fees with hourly and fixed-fee arrangements, reflecting flexibility for different client needs. The adviser identifies as an active ESG investor and does not operate as a capital allocator or a multi-state adviser. It is not positioned as a pension consultant or related-adviser vehicle. The combination of planning services and workshop offerings suggests a client-facing practice that emphasizes advisory relationships and education alongside portfolio oversight.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Other17%
- Cash & Cash Equivalents11%
- US Government Bonds9%
- Exchange Traded Equities3%
Contacts
2 of 2Cale Yost
Associate PlannerCRD 7430590
Bonnie Maize
Financial AdvisorCRD 7333217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOPEKA, KS
SHAWNEE
Location
TOPEKA, KS
Headquartered in TOPEKA, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- SHAWNEE
- Address
- 1301 SW Topeka Blvd
- Time zone
- CT (UTC-6)
- Office locations
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