Erik Bloomfeldt (CRD# 5599348) is an Investment Advisor Representative working at Insight Financial in Tigard, OR and has over 15 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Solid Rock Capital, LLC | Tigard, OR | Nov 2021 - Current | 2 |
| Insight Financial, Inc. | Tigard, OR | Sep 2006 - Current | 17 |
| Erik Bloomfeldt | Spokane, WA | Mar 2003 - Current | 21 |
| Integrity Financial Corporation | Bellevue, WA | Feb 2015 - Mar 2017 | 2 |
| Regal Investment Advisors LLC | Kentwood, MI | Nov 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2010 |
- OR
- WA
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$296,429
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
OR, WA
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