Matthew Bloom-Krull (CRD# 4255793) is an Investment Advisor Representative working at Olympus Wealth Management, LLC in Cottonwood Heights, UT and has over 23 years of experience in the finance industry. Matthew Bloom-Krull 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.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Olympus Wealth Management, LLC | Cottonwood Heights, UT | Feb 2015 - Current | 9 |
| University Of Utah Business Alumni Association | Salt Lake City, UT | Jan 2012 - Dec 2018 | 6 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2005 |
- ID
- TX
- UT
- WY
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Total Assets Under Management853MILLIONS
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Total Number of Accounts597ACCOUNTS
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Average Account Value$1,428,303
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
FL, ID, IL, MA, MN, TX, UT, WY
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