Andrew Bloom, financial advisor Spokane WA

Andrew Bloom

CRD Number: 6002395
Current Firm: Mb Gen Wealth

Andrew Bloom (CRD# 6002395) is an Investment Advisor Representative working at Mb Gen Wealth in Spokane, WA and has over 11 years of experience in the finance industry. Andrew 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.

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Professional Designations
Company Name Location Dates Years
Merriman Wealth Management, LLC Seattle, WA Jan 2019 - Current 5
Merriman Wealth Management, LLC Spokane, WA Jul 2016 - Jan 2019 2
Merriman Wealth Management, LLC Seattle, WA Apr 2016 - Jul 2016 < 1
Summit Capital Management LLC Seattle, WA Jun 2008 - Mar 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Andrew J. Bloom
Phone Number: 509-703-5715
Registered State(s):
  • HI
  • ID
  • LA
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    335
    MILLIONS
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $885,449
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

HI, ID, LA, TX, WA

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