Allen BloomgrenCRD Number: 5065603
Current Firm: Avantax Advisory Services
Allen Bloomgren (CRD# 5065603) is an Investment Advisor Representative working at Avantax Advisory Services in Great Falls, MT and has over 15 years of experience in the finance industry.
State Farm Investment Management Corp.
Prudential Financial Planning Services
|Taxpro Financial Advisors LLC||Great Falls, MT||Jul 2021 - Current||< 1|
|Allen Bloomgren, Cpa, Pc||Great Falls, MT||Jan 2018 - Current||3|
|Avantax Investment Services, Inc.||Great Falls, MT||Nov 2014 - Current||7|
|Avantax Insurance Agency, LLC||Great Falls, MT||Nov 2014 - Current||7|
|Avantax Advisory Services||Great Falls, MT||Nov 2014 - Current||7|
|Bloomgren Rivera & Co, Pllc||Great Falls, MT||Jan 1998 - Current||23|
|1st Global Insurance Services, Inc.||Great Falls, MT||Mar 2007 - Nov 2014||7|
|1st Global Advisors, Inc.||Great Falls, MT||Apr 2006 - Nov 2014||8|
|1st Global Capital Corp.||Great Falls, MT||Dec 2005 - Nov 2014||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2006|
Total Assets Under Management30,249MILLIONS
Total Number of Accounts99,251ACCOUNTS
Average Account Value$304,777
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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