KB
ChFC
KB
ChFC

Kevin Bloom

12 Years of Experience
El Segundo, CA
Broker

Kevin Bloom is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in El Segundo, CA, with 12 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2301 Rosecrans Ave #5100, El Segundo, CA, 90245

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Advisors LLC
May 2017 - Present · 9 yrs
Cetera Financial Specialists LLC
May 2017 - Present · 9 yrs
Cetera Wealth Services, LLC
May 2017 - Present · 9 yrs
Cetera Investment Services LLC
May 2017 - Present · 9 yrs
Cetera Advisors LLCBroker
May 2017 - Present · 9 yrs
Cetera Financial Specialists LLCBroker
May 2017 - Present · 9 yrs
Cetera Wealth Services, LLCBroker
May 2017 - Present · 9 yrs
Cetera Investment Services LLCBroker
May 2017 - Present · 9 yrs
Previous Registrations
Avantax Investment Services, INC.Broker
February 2025 - September 2025 · 7 mos
Cetera Advisor Networks LLC
August 2017 - June 2023 · 5 yrs 10 mos
First Allied Securities, INC.Broker
May 2017 - September 2022 · 5 yrs 4 mos
Summit Brokerage Services, INC.Broker
May 2017 - December 2019 · 2 yrs 7 mos
Girard Securities, INC.Broker
May 2017 - November 2017 · 6 mos
Transamerica Capital, INC.Broker
March 2017 - April 2017 · 1 mo
Hartford Funds Distributors, LLCBroker
June 2013 - February 2017 · 3 yrs 8 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Kevin Bloom - Financial Advisor | TrueAdvisor