Patrick Bloomfield (CRD# 1073025) is an Investment Advisor Representative working at Bloomfield Asset Management, Inc. in Parker, CO and has over 40 years of experience in the finance industry. Patrick Bloomfield 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# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bloomfield Asset Management, LLC | Greenwood Village, CO | Jul 2017 - Current | 6 |
| Wells Fargo Advisors Financial Network LLC | Greenwood Village, CO | May 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1983 |
| S65 | NASAA Investment Advisors Law Examination | Apr 1993 |
- CO
- FL
-
Total Assets Under Management78MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$1,048,009
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CO, FL
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