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Stephanie Bloom Lucker

Bloom Advisors

Farmington Hills, MI

CRD 7175688

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Employer firm

Bloom Advisors CRD 106152

$1.62B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Bloom Advisors

31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2019-09-10
  • MI RA
    APPROVED
    Since 2019-09-10

Branch Locations

31275 Northwestern Hwy Suite 145, Farmington Hills, MI 48334-2531 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Consulting Group Summit NJ 06/2015 12/2018
Bloom Advisors Farmington Hills MI 01/2019 Present
  • 06/2015 → 12/2018
    Boston Consulting Group
    Summit, NJ
  • 01/2019 → Present
    Bloom Advisors
    Farmington Hills, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-05
  • S65 Uniform Investment Adviser Law Examination
    2019-09-05
Designations
  • Certified Financial Planner
Other Names
  • Stephanie Morgan Bloom
  • Stephanie Morgan Lucker

View on SEC IAPD

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