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Detailed Report
JEFFREY MICHAEL BLOMGREN
CRD#: 3274458
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Investment Adviser
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Previous Broker
INDEPENDENT FINANCIAL PARTNERSCRD#: 125112 10375 Park Meadows Dr
Suite 525
Lone Tree, CO 80124
Registration History
200020022004200620082010201220142016201820202022202420262 FIRMS2008 - 2013 (5 years)IAINDEPENDENT FINANCIAL PARTNERS (CRD# 125112)2021 - Present (4 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - 2021 (7 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1999 - 2008 (8 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2021 (2 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2013 - 2018 (4 years)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2001 - 2008 (6 years)
License(s)

State Registrations

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Arizona 6/14/2021
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Nebraska 5/3/2021
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California 2/2/2021
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Nevada 2/25/2021
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Colorado 2/2/2021
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New Hampshire 2/2/2021
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Florida 2/8/2021
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North Carolina 4/13/2021
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Georgia 12/12/2024
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Oregon 10/22/2024
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Idaho 2/3/2021
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South Dakota 12/7/2021
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Illinois 10/25/2024
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Texas 12/1/2022
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Kansas 2/3/2021
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Utah 2/2/2021
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Kentucky 6/7/2024
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Virginia 7/13/2023
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Minnesota 5/17/2021
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Washington 4/23/2021
Current Registration(s)
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INDEPENDENT FINANCIAL PARTNERS (CRD#:125112)
10375 Park Meadows Dr Suite 525, Lone Tree, CO 80124
Registered with this firm since 2/2/2021
Previous Registration(s)
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 07/13/2018 - 02/02/2021 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
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 07/15/2013 - 02/01/2021 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) GREENWOOD VILLAGE, CO
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 08/14/2013 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) MERRIMACK, NH
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 05/29/2008 - 05/20/2013 CHARLES SCHWAB & CO., INC. (CRD#:5393) ENGLEWOOD, CO
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 05/29/2008 - 05/20/2013 CHARLES SCHWAB & CO., INC. (CRD#:5393) ENGLEWOOD, CO
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 07/19/2001 - 05/19/2008 STRATEGIC ADVISERS, INC. (CRD#:104555) DENVER, CO
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 10/14/1999 - 05/19/2008 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) DENVER, CO
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.