Michael S. Bloom

GROSSE POINT CAPITAL MANAGEMENT

Evanston, IL 60201

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CRD#: 2553778

Professional summary

Michael Scott Bloom, CFP®, ChFC®, CLU® is a registered financial advisor currently at GROSSE POINT CAPITAL MANAGEMENT located in Evanston, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Grosse Point Insurance Agency; not investment-related; 1603 Orrington Ave., Suite 600, Evanston, IL 60201; Managing Member; 15 hours; distribute and manage fixed insurance: life, disability income & long-term care insurance; fixed annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Bloom's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2005

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 24, 2020 - Present

GROSSE POINT CAPITAL MANAGEMENT

Office #1: 1603 Orrington Ave. Suite 600, Evanston, IL 60201

RIA

CRD#: 310057

Evanston, IL

Past

September 22, 2016 - September 24, 2020

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Evanston, IL

Past

September 8, 2016 - September 8, 2016

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Evanston, IL

Past

September 8, 2016 - September 24, 2020

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Evanston, IL

Past

April 24, 2015 - September 9, 2016

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

EVANSTON, IL

Past

February 17, 2015 - February 17, 2015

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

EVANSTON, IL

Past

October 24, 2014 - February 10, 2015

ESTATE & TRUST ADVISORS

RIA

CRD#: 123802

NORTHFIELD, IL

Past

June 28, 2014 - October 29, 2014

CALTON & ASSOCIATES, INC.

CRD#: 20999

Evanston, IL

Past

June 27, 2014 - October 29, 2014

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

EVANSTON, IL

Past

May 14, 2013 - April 4, 2014

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

CHICAGO, IL

Past

May 2, 2013 - April 4, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

CHICAGO, IL

Past

February 15, 2013 - April 26, 2013

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

CHICAGO, IL

Past

February 15, 2013 - April 26, 2013

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CHICAGO, IL

Past

January 20, 2006 - February 4, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

CHICAGO, IL

Past

July 10, 2001 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 14, 2001 - February 4, 2013

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

CHICAGO, IL

Past

February 1, 2000 - May 1, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(9/24/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/10/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/31/2000

General Securities Representative Examination

Current Firm

GROSSE POINT CAPITAL MANAGEMENT

BLOOMERCBW LLC - EUSEBIUS ADVISORS SERIES | GROSSE POINT CAPITAL MANAGEMENT | GROSSE POINT ADVISORS

CRD#: 310057 / SEC#:

Illinois

Registered Investment Advisory firm - (9/24/2020 Approved)

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Contact information

Main Address

909 Davis St. Suite 500, Evanston, IL 60201

Mailing Address

Phone number

(847) 550-7100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	11
AUM (Assets Under Management)	$ 1,465,391

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Michael S. Bloom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Scott Bloom's CRS (Customer Relationship Summary).

Certified licenses

Experience

ON INVESTMENT MANAGEMENT CO

ON INVESTMENT MANAGEMENT CO

THE O.N. EQUITY SALES COMPANY

REDHAWK WEALTH ADVISORS, INC.

REDHAWK WEALTH ADVISORS, INC.

ESTATE & TRUST ADVISORS

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/10/2000

SIE

Date: 10/1/2018

Series 7

Date: 1/31/2000

Current Firm

GROSSE POINT CAPITAL MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GROSSE POINT CAPITAL MANAGEMENT

TRUST BUT VERIFY

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