Holly Day Bloom

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 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:

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

Current Employers

Employment History

• 10/2012 → Present
  Principal Life Insurance Company
  Lake Elmo, MN
• 03/2016 → Present
  Principal Securities Inc
  Lake Elmo, MN
• 04/2021 → Present
  Cannaday Bloom Wealth And Insurance Solutions
  Lake Elmo, MN

Other Businesses

**Fixed Insurance, LTC, DI, Life, Annuities, Health, Medical, Supplemental, 1/11/16. **Fixed Insurance; Investment Related; 8530 Eagle Pt Blvd #125, Lake Elmo, MN 55042; Agent; Accident, Critical illness, Cancer; Start Date: 11/07/2017; 2 hrs per month; 1 during trading hours. **Bloom Acres, LLC; Not Investment Related; River Falls, WI; Owner; Owns land rented to farm. Receives rental income.; Start Date: 07/01/2020; 10 hrs per month; 0 during trading hours. **INSURANCE CANNADAY BLOOM WEALTH AND INSURANCE SOLUTIONS POSITION: Managing Partner NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2021 ADDRESS: 8530 Eagle Point Blvd Ste 125, Lake Elmo MN 55042, United States DESCRIPTION: We have a DBA/LLC we know use to brand ourselves. We will also have commissions for non-Principal health insurance and group nonmedical insurance pay to this LLC. **INSURANCE POSITION: Insperity NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 3 START DATE: 06/01/2023 ADDRESS: 8530 Eagle Point Blvd Ste 125, Lake Elmo MN 55042, United States DESCRIPTION: I am referring some group health and nonmedical benefits to Insperity and receiving 1099 compensation from them. **B & C CONCRETE POSITION: B & C Concrete NATURE: Concrete Company INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/20/2016 ADDRESS: 8530 Eagle Point Blvd Ste 125, Lake Elmo MN 55042, United States DESCRIPTION: My husband owns a concrete company with his brother, Michael Bloom. I am not a member of their partnership, but I was told to file the OBA regardless since in Wisconsin I am tied to the business by marriage. **RIVER FALLS GOLF CLUB POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 3 START DATE: 12/15/2023 ADDRESS: 2120 E Division St, River Falls WI 54022, United States DESCRIPTION: Purchased and own golf club my husband manages **BLOOM HOLDINGS POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2023 ADDRESS: 2120 E Division St, River Falls WI 54022, United States DESCRIPTION: This is the real-estate holding company for the golf club real-estate we bought. **ST CROIX VALLEY EMPLOYER'S ASSOCIATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/19/2024 ADDRESS: 8530 Eagle Point Blvd Ste 125, Lake Elmo MN 55042, United States DESCRIPTION: I am a board member for a group which brings educational opportunities to local businesses regarding topics such as business law, group benefits, employee retention, manager training, etc. We meet monthly virtually. **ST CROIX ECONOMIC DEVELOPMENT CORPORATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2025 ADDRESS: 8530 Eagle Point Blvd Ste 125, Lake Elmo MN 55042, United States DESCRIPTION: I will be participating in monthly board meetings discussing committees and items/events committed to economic development in our county such as workforce availability, housing, etc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-03
• S63 Uniform Securities Agent State Law Examination
  2015-07-01

Other Names

• Holly D Perry
• Holly Perry