Gestión patrimonial / Equipo de gestión patrimonial / Jeremy Bloomfield
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Headshot of Jeremy Bloomfield, a financial advisor at Nicolet Bank. Marquette
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Jeremy Bloomfield Asesor Financiero

Jeremy Bloomfield es asesor financiero de Nicolet Wealth Management. Jeremy comenzó su carrera en servicios financieros en 2015 en banca minorista, y más recientemente se desempeñó como gerente de sucursal de Marquette Nicolet Bank. Jeremy se centra en brindar soluciones de servicio completo para los clientes y construir relaciones duraderas con los clientes y la comunidad.

Jeremy vive en Marquette con su esposa Jessica y sus tres hijos. Como familia, participan en varios deportes juveniles y disfrutan pasar el mayor tiempo posible al aire libre. En su tiempo libre, a Jeremy le gusta correr, pasar tiempo en la playa y jugar con la familia.

Tras completar con éxito ocho cursos que cubren todas las facetas de la planificación financiera, Jeremy obtuvo la designación de Consultor Financiero Colegiado (ChFC) del Colegio Americano de Servicios Financieros. Jeremy también posee las licencias de valores Serie 7 y 66, así como las licencias de vida, accidentes y Licencias de Seguros de Salud.

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.