Amy L. Bloom

BLOOM FINANCIAL

WESTMINSTER, CO

Some features on this profile are disabled

CRD#: 5894672

Professional summary

Amy Louise Bloom, who also goes by Amy Louise Fuller, is a registered financial advisor currently at BLOOM FINANCIAL, LLC located in Westminster, Colorado.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Amy has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Louise Fuller

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.

Bloom Life, LLC; Investment Related; Insurance Agent; Westminster, CO; Start: 05/2019; 2% of time spent in this practice. BLOOM FINANCIAL LLC INVESTMENT RELATED: YES POSITION/TITLE/RELATIONSHIP: OWNER/INVESTMENT ADVISER REPRESENTATIVE BRIEF DESCRIPTION OF DUTIES: WEALTH MANAGEMENT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Louise 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®

None

Experience

Current

February 28, 2025 - Present

BLOOM FINANCIAL, LLC

RIA

CRD#: 286324

WESTMINSTER, CO

Past

August 17, 2023 - February 14, 2025

FOURSTAR WEALTH ADVISORS, LLC

RIA

CRD#: 169613

BROOMFIELD, CO

Past

May 23, 2018 - January 31, 2024

BLOOM FINANCIAL, LLC

RIA

CRD#: 286324

BROOMFIELD, CO

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

Colorado
(2/28/2025)

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: 5/21/2018

Uniform Investment Adviser Law Examination

Current Firm

BLOOM FINANCIAL, LLC

CRD#: 286324 / SEC#:

Colorado

Registered Investment Advisory firm - (2/28/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Westminster, CO

Mailing Address

390 Interlocken Crescent Suite 350, Broomfield, CO 80021

Phone number

(303) 430-0035

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Amy L. Bloom

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Louise Bloom's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLOOM FINANCIAL, LLC

FOURSTAR WEALTH ADVISORS, LLC

BLOOM FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2018

Current Firm

BLOOM FINANCIAL, LLC

Contact information

Documents

Red Flags

Company Information

BLOOM FINANCIAL, LLC

TRUST BUT VERIFY

Similar Advisors