Patrick A. Bloomfield
Professional summary
Patrick Allan Bloomfield, CFP®, who also goes by Pat Bloomfield, Patrick A Bloomfield, is a registered financial advisor currently at BLOOMFIELD ASSET MANAGEMENT, INC located in Parker, Colorado.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Patrick has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Allan Bloomfield's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2017 - Present
BLOOMFIELD ASSET MANAGEMENT, INC
March 14, 2008 - October 3, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
March 14, 2008 - October 3, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
March 4, 1999 - March 17, 2008
WELLS FARGO CLEARING SERVICES, LLC
February 12, 1996 - March 17, 2008
WELLS FARGO CLEARING SERVICES, LLC
July 31, 1993 - February 29, 1996
CITIGROUP GLOBAL MARKETS INC.
December 16, 1992 - July 31, 1993
LEHMAN BROTHERS INC.
March 22, 1985 - December 18, 1992
MORGAN STANLEY DW INC.
March 23, 1983 - April 4, 1985
INTEGRATED RESOURCES EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/31/2017)
(8/26/2022)
Exams
Current Firm
BLOOMFIELD ASSET MANAGEMENT, INC
CRD#: 289027 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 100 |
| AUM (Assets Under Management) | $ 88,565,192 |
Red Flags
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