Stephanie B. Lucker
Professional summary
Stephanie Bloom Lucker, who also goes by Stephanie Morgan Bloom, Stephanie Morgan Lucker, is a registered financial advisor currently at BLOOM ADVISORS located in Farmington Hills, Michigan.
Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Stephanie has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Stephanie Bloom Lucker's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2019 - Present
BLOOM ADVISORS
Office #1: 31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531Primary Firm SEC Registration
BLOOM ADVISORS
CRD#: 106152 / SEC#: 801-49217
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/10/2019)
Current Firm
BLOOM ADVISORS
CRD#: 106152 / SEC#: 801-49217
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,158 |
| AUM (Assets Under Management) | $ 1,407,680,642 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/30/2024 | ||
| 04/18/2024 | ||
| 01/05/2023 |
Red Flags
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