Michael Allen Bloomer

Employer firm

Summit Global Investments, LLC CRD 157091

$2.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 07/2023
  Transamerica Financial Advisors, Inc
  Mesa, AZ
• 11/2014 → Present
  City Of Tempe Police Department
  Tempe, AZ
• 07/2021 → 07/2023
  World Financial Group
  Mesa, AZ
• 08/2023 → Present
  Verity Investments, Inc.
  Durham, NC
• 07/2023 → Present
  Summit Global Investments
  Bountiful, UT

Previous Registrations

• 2022-03-09 → 2023-07-14
  Transamerica Financial Advisors, Llc
  Mesa, AZ

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-28
• S63 Uniform Securities Agent State Law Examination
  2021-10-25

Other Names

• Michael Bloomer