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Mark Alan Bloomer

Osaic Wealth, Inc.

Lavista, NE

Hartland, WI

CRD 2228365

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Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-05-20
  • WI RA
    APPROVED
    Since 2026-05-20

Branch Locations

12325 Port Grace Blvd, Lavista, NE 68128 • United States

Hartland, WI • 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
Stifel Independent Advisors, Llc Waukesha WI 05/2003 05/2026
Osaic Wealth, Inc. Hartland WI 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-08-18
S63 Uniform Securities Agent State Law Examination 1992-05-29
  • S65 Uniform Investment Adviser Law Examination
    1995-08-18
  • S63 Uniform Securities Agent State Law Examination
    1992-05-29
Other Names
  • Mark A Bloomer
  • Mark Allen Bloomer
  • Mark Allen Bloomer

View on SEC IAPD

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