MB
Michael A. Bloomer
SUMMIT GLOBAL INVESTMENTS
Mesa, AZ 85204
Some features on this profile are disabled
CRD#: 7437323
MB
Professional summary
Michael Allen Bloomer, who also goes by Michael Bloomer, is a registered financial advisor currently at SUMMIT GLOBAL INVESTMENTS, LLC located in Mesa, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6TO exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael Bloomer
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) City of Tempe Police Department; Not investment-related; Tempe, AZ; Public Safety, Employee; Police Officer; 11/2014; 40 hours per month; 10 during market hours; Apprehend dangerous felons and enforce local law and city ordinances. 2) World Financial Group, Inc.; Not investment-related; Johns Creek, GA; Insurance agency; Contractor; Senior marketing director; 07/2021; 20 hours per month; 20 during market hours; Sell life insurance and annuities. 3) Philadelphia America Life Insurance, Inc.; Not investment-related; Houston, TX; Insurance agency; Contractor; Agent; 11/2022; 5 hours per month; 5 during market hours; Refer clients who want private health insurance. 4) Summit Global Investments, LLC.; Investment-related; Bountiful, UT; Registered Investment Adviser; Contractor; Investment Advisor Representative; 07/2023; 20 hours per month; 20 during market hours; Advise clients on investment related products. 5) Michael Bloomer, LLC.; Not investment-related; Gilbert, AZ; Pass-through entity; Partner; Member/Manager; 09/2021 20 hrs/month, 0 hours per month; 0 during market hours; Administrative duties. 6) ATM Property Management, LLC.; Not investment-related; Gilbert, AZ; Rental Management; Partner; Member/Manager; 11/2021; 20 hours per month; 20 during market hours; Owning and operating rentals.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Allen Bloomer'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®
NoneExperience
Current
August 24, 2023 - Present
SUMMIT GLOBAL INVESTMENTS, LLC
Office #1: 1910 S Stapley Dr Suite 221, Mesa, AZ 85204RIA
CRD#: 157091
Mesa, AZ
Past
August 30, 2023 - November 6, 2023
VERITY INVESTMENTS, INC.
BD
CRD#: 41527
MESA, AZ
Past
March 23, 2022 - July 14, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
Mesa, AZ
Past
March 9, 2022 - July 14, 2023
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
Mesa, AZ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS
CRD#: 157091 / SEC#: 801-76631
RIA
Registered Investment Advisory firm - (5/10/2012 Approved)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
Arizona(8/24/2023)
IAR
California(2/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/22/2021
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
SG
SUMMIT GLOBAL INVESTMENTS, LLC
HARDEN, DAVID | SUMMIT GLOBAL PRIVATE WEALTH | SUMMIT GLOBAL INVESTMENTS, LLC | SUMMIT GLOBAL INVESTMENTS
CRD#: 157091 / SEC#: 801-76631
RIA
Registered Investment Advisory firm - (5/10/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
620 South Main Street, Bountiful, UT 84010
Mailing Address
620 South Main Street, Bountiful, UT 84010
Phone number
(888) 251-4847
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (43 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,923 |
| AUM (Assets Under Management) | $ 1,921,141,101 |
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.
