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.

Similar Advisors
Kevin Larson, financial advisor Cottonwood Heights UT
Kevin J. Larson
CRD# 4683570
Cetera Advisor Networks LLC
Similar Advisors
Thomas Abbott, financial advisor Cottonwood Heights UT
Thomas E. Abbott
CRD# 840425
Equitable Advisors, LLC
Similar Advisors
Alaina Adams, financial advisor Cottonwood Heights UT
Alaina Adams
CRD# 6810367
Wells Fargo Clearing Services, LLC
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
  • Total Number of Accounts
  • Average Account Value
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


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.