Erik C. Bloomfeldt

INSIGHT FINANCIAL

TIGARD, OR 97223

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CRD#: 5599348

Professional summary

Erik C Bloomfeldt is a registered financial advisor currently at INSIGHT FINANCIAL located in Tigard, Oregon.

Erik is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Erik has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 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. I HAVE REVENUE FROM MEDICARE SUPPLEMENTS SOLD IN THE PAST. I SELL A FEW EACH YEAR TO EXISTING CLIENTS AND THEIR RELATIVES. 2. I ALSO AM A PART OWNER IN A CLOSELY HELD CORPORATION WHICH IS THE OWNER OF FARM AND GUEST RANCH IN SISTERS OREGON. I AM NOT INVOLVED IN THE BUSINESS, JUST A SHAREHOLDER. 3. SOLID ROCK CAPITAL, LLC; INVESTMENT RELATED; 7307 SW BEVELAND RD, STE 200, TIGARD, OR 97223; PRIVATE FUND; REGULATION D FUND; MANAGING MEMBER; 07/2022; APPROX. 5 HOURS PER MONTH DURING TRADING AND NON-TRADING HOURS; MANAGING MEMBER OVERSEEING ADMINISTRATION AND INVESTMENTS OF PRIVATE FUND ASSETS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik C Bloomfeldt'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®

None

Experience

Current

March 15, 2017 - Present

INSIGHT FINANCIAL

Office #1: 7307 Sw Beveland Road Suite 200, Tigard, OR 97223

RIA

CRD#: 286467

TIGARD, OR

Past

March 3, 2015 - March 17, 2017

INTEGRITY FINANCIAL CORPORATION

RIA

CRD#: 137125

ALOHA, OR

Past

November 27, 2013 - February 12, 2015

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

SPOKANE, WA

Past

May 2, 2012 - December 31, 2012

CONCORDE INVESTMENT SERVICES, LLC

CRD#: 151604

SPOKANE, WA

Past

January 3, 2012 - December 31, 2013

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

SPOKANE, WA

Past

January 3, 2012 - May 24, 2012

CAMBRIDGE LEGACY SECURITIES L.L.C.

CRD#: 103722

DALLAS, TX

Past

August 16, 2010 - January 9, 2012

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

SPOKANE, WA

Past

October 3, 2008 - January 4, 2012

FREEDOM INVESTORS CORP.

CRD#: 23714

BROOKFIELD, WI

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

Oregon
(3/15/2017)

IAR

Washington
(3/16/2017)

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 65

Date: 3/1/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/2/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/2/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

INSIGHT FINANCIAL

INSIGHT FINANCIAL | NORTHWEST RETIREMENT RESOURCE GROUP, INC. | INSIGHT FINANCIAL, INC.

CRD#: 286467 / SEC#:

Oregon

Registered Investment Advisory firm - (3/15/2017 Approved)

Washington

Registered Investment Advisory firm - (3/16/2017 Approved)

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Contact information

Main Address

7307 Sw Beveland Road Suite 200, Tigard, OR 97223

Mailing Address

Phone number

(509) 994-6465

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 28,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Erik C. Bloomfeldt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erik C Bloomfeldt's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT FINANCIAL

INTEGRITY FINANCIAL CORPORATION

REGAL INVESTMENT ADVISORS LLC

CONCORDE INVESTMENT SERVICES, LLC

ONYX WEALTH ADVISORS, INC.

CAMBRIDGE LEGACY SECURITIES L.L.C.

BROOKSTONE CAPITAL MANAGEMENT LLC

FREEDOM INVESTORS CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/1/2010

Series 63

Date: 10/2/2008

Series 6

Date: 10/2/2008

Current Firm

INSIGHT FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INSIGHT FINANCIAL

TRUST BUT VERIFY

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