Mitchell Bloom
Mitchell Bloom is a registered investment advisor at Bloom Financial, LLC, based in Westminster, CO, with 34 years of industry experience. Mitchell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. If Bloom utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2.00% of assets under management.
Fee Estimator
Location
Westminster, CO
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
February 2025Regulatory
November 2019Regulatory
February 2019Employment Separation After Allegations
November 2017Other Business ActivitiesSells Insurance
Mitchell owns Bloom Life, LLC, selling life insurance and annuities, and Bloom Financial LLC, providing wealth management services. He also owns Alterna Card Services, a retail link company, dedicating a few hours per week to sales and marketing.
Employment History
Current Registrations
Bloom Financial, LLC
Previous Registrations
Fourstar Wealth Advisors, LLC
Bloom Financial, LLC
Bloom Financial, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Fsc Securities CorporationBroker
Wma Securities, INC.Broker
First Associated Securities Group, INC.Broker
Consolidated Investment Services, INC.Broker
Schneider Securities, INC.Broker
Geldermann Securities, INC.Broker
Marshall Davis, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.