Allen Harold Bloomgren

Current Employers

Employment History

• 01/1998 → Present
  Bloomgren Rivera & Co, Pllc
  Great Falls, MT
• 11/2014 → 09/2025
  Avantax Investment Services, Inc.
  Great Falls, MT
• 11/2014 → 11/2022
  Avantax Insurance Agency, Llc
  Great Falls, MT
• 11/2014 → 09/2025
  Avantax Advisory Services
  Great Falls, MT
• 01/2018 → Present
  Allen Bloomgren, Cpa, Pc
  Great Falls, MT
• 07/2021 → Present
  Taxpro Financial Advisors Llc
  Great Falls, MT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Great Falls, MT
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-11-17 → 2025-09-05
  Avantax Advisory Services
  Great Falls, MT
• 2006-04-28 → 2014-11-17
  1St Global Advisors Inc
  Great Falls, MT

Other Businesses

1) 225 2nd Street So Assoc~225 2nd Street So~Great Falls~MT~59405~Rental Property Owner/Management~Partner/General Partner~10/1/2010~8hrs~4hrs~management. 2) Bloomgren Rivera & Co., PLLC~'NIR'~225 2nd Street South~Great Falls~MT~59405~Tax Preparation/Accounting~Partner/General Partner~1/1/1998~120hrs~4hrs~Provide accounting & Tax Services. 3) Allen Bloomgren, CPA, PC~3524 14th Ave S~Great Falls~MT~59405~Accounting Services/Tax Preparation~Owner~1/1/2018~100hrs~80hrs~tax planning and preparation. 4) TAXPRO FINANCIAL ADVISORS LLC POSITION: owner NATURE: This entity, of which I am the sole owner, provides a separate identity for my wealth management and advisory practice, apart from the CPA firm of which I own with three others. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/01/2021 ADDRESS: 225 2nd Street South, Great Falls MT 59405, DESCRIPTION: All of the functions now performed in my wealth management, advisory, brokerage, and insurance business conducted through Avantax. 5) LOAN TO CLIENT POSITION: lender NATURE: Made a short-term loan to financial client Ms. Marcia Rindal in 2021. Loan was repaid within 30 days. Amount was $55,000. Purpose of loan was to enable client to close on a residence in Scottsdale, AZ. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2021 ADDRESS: 225 2nd Street South, Great Falls MT 59405, United States DESCRIPTION: See above.

Exams

• S66 Uniform Combined State Law Examination
  2006-04-18

Designations