Matthew Bloomkrull, financial advisor Cottonwood Heights UT

Matthew Bloomkrull

CRD Number: 4255793
Current Firm: Olympus Wealth Management, LLC

Matthew Bloomkrull (CRD# 4255793) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 20 years of experience in the finance industry. Matthew Bloomkrull has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Olympus Wealth Management, LLC Cottonwood Heights, UT Feb 2015 - Current 5
University Of Utah Business Alumni Association Salt Lake City, UT Jan 2012 - Current 9
Park City Mountain Resort Sandy, UT Nov 2006 - Nov 2016 10
Cs Planning Corp Dba Olympus Wealth Management Cottonwood Heights, UT May 2013 - Feb 2015 1
Salt Lake Estate Planning Council Salt Lake City, UT Jan 2013 - Jan 2015 2
J.p. Morgan Securities Inc. Salt Lake City, UT May 2008 - May 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Matthew T. Bloomkrull
Phone Number: 801-449-9600
Registered State(s):
  • ID
  • UT
  • WY
By the Numbers
  • Total Assets Under Management
    630
    MILLIONS
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $2,403,360
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

ID, UT, WY

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