BLAZING STAR FINANCIAL

RIASEC Registered
Total AUM
$3.4M
Discretionary
$3.4M
100% of AUM
Avg account
$34.1K
Accounts
100
Employees
2
Advisory reps
2

Firm details

Headquarters
TOPEKA, Kansas
CRD number
312042
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Other 17%, Cash & Cash Equivalents 11%, US Government Bonds 9%, Exchange Traded Equities 3%60%
  • Public Funds/Mutual Funds60%
  • Other17%
  • Cash & Cash Equivalents11%
  • US Government Bonds9%
  • Exchange Traded Equities3%

Contacts

2 of 2
  • Cale Yost

    Associate PlannerCRD 7430590

  • Bonnie Maize

    Financial AdvisorCRD 7333217

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth