Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Bloom-krull is a financial advisor with Olympus Wealth Management, LLC, a Registered Investment Advisor located in Cottonwood Heights, UT. Matthew has been in the financial industry since 2000 and has a strong background in providing financial advice to high-net-worth individuals, families, and businesses. Matthew holds the Series 7, 9, 10, 63 and 66 securities licenses. Matthew also has experience in helping clients with a variety of financial needs, including retirement planning, investment management, estate planning, and insurance. Matthew is committed to providing personalized financial advice that meets the unique needs of each client. Matthew is also a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting (multi-family office and private investments)
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
07/14/2018 - Present
Olympus Wealth Management, LLC (COTTONWOOD HEIGHTS UT)
UT
10/01/2008 - 05/16/2013
J.P. MORGAN SECURITIES LLC (CENTERVILLE UT)
UT
05/15/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (SALT LAKE CITY UT)
VA
06/12/2003 - 06/02/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTESVILLE VA)
RI
09/07/2000 - 04/29/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 08/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/02/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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