Michael Bloom (CRD# 2553778) is an Investment Advisor Representative working at Grosse Point Capital Management in Evanston, IL and has over 24 years of experience in the finance industry. Michael Bloom 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Grosse Point Advisors | Evanston, IL | Jul 2020 - Current | 3 |
| Ohio National Financial Services | Cincinnati, OH | Aug 2016 - Current | 7 |
| The O.n. Equity Sales Company | Cincinnati, OH | Sep 2016 - Sep 2020 | 4 |
| Eusebius Advisors LLC | Evanston, IL | Feb 2013 - Jul 2020 | 7 |
| Redhawk Wealth Advisors, Inc. | Minneapolis, MN | Feb 2015 - Sep 2016 | 1 |
| Estate & Trust Advisors | Northfield, IL | Oct 2014 - Feb 2015 | < 1 |
| Calton & Associates, Inc. | Tampa, FL | Jun 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
- IL
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Total Assets Under Management1MILLIONS
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Total Number of Accounts11ACCOUNTS
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Average Account Value$133,217
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL
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