Erik Bloomfeldt, financial advisor Sisters OR
93 score

Erik Bloomfeldt

CRD Number: 5599348
Current Firm: Insight Financial

Erik Bloomfeldt (CRD# 5599348) is an Investment Advisor Representative working at Insight Financial in Sisters, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Insight Financial, Inc. Tigard, OR Sep 2006 - Current 11
Erik Bloomfeldt Spokane, WA Mar 2003 - Current 15
Integrity Financial Corporation Bellevue, WA Feb 2015 - Mar 2017 2
Regal Investment Advisors LLC Kentwood, MI Nov 2013 - Feb 2015 1
Cambridge Legacy Advisors, Inc. Dallas, TX Jan 2012 - Nov 2013 1
Concorde Investment Services, LLC Troy, MI May 2012 - Dec 2012 < 1
Cambridge Legacy Securities LLC Dallas, TX Jan 2012 - May 2012 < 1
Brookstone Capital Chicago, IL Aug 2010 - Jan 2012 1
Freedom Investors Corp Spokane, WA Sep 2008 - Jan 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Erik C. Bloomfeldt
Phone Number: 509-994-6465
Registered State(s):
  • OR
  • WA
Current Firm Details
Insight Financial
Firm's CRD Number: 286467
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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