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Detailed Report
ERIK C BLOOMFELDT
CRD#: 5599348
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Investment Adviser
INSIGHT FINANCIALCRD#: 286467 7307 SW BEVELAND ROAD
SUITE 200
TIGARD, OR 97223
Registration History
201020122014201620182020202220242026IAINSIGHT FINANCIAL (CRD# 286467)2017 - Present (8 years)IAINTEGRITY FINANCIAL CORPORATION (CRD# 137125)2015 - 2017 (2 years)IAREGAL INVESTMENT ADVISORS LLC (CRD# 125004)2013 - 2015 (1 year)IAONYX WEALTH ADVISORS, INC. (CRD# 119558)2012 - 2013 (1 year)IABROOKSTONE CAPITAL MANAGEMENT LLC (CRD# 141413)2010 - 2012 (1 year)
License(s)

State Registrations

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Oregon 3/15/2017
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Washington 3/16/2017
Current Registration(s)
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INSIGHT FINANCIAL (CRD#:286467)
7307 SW BEVELAND ROAD SUITE 200, TIGARD, OR 97223
Registered with this firm since 3/15/2017
Previous Registration(s)
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 03/03/2015 - 03/17/2017 INTEGRITY FINANCIAL CORPORATION (CRD#:137125) ALOHA, OR
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 11/27/2013 - 02/12/2015 REGAL INVESTMENT ADVISORS LLC (CRD#:125004) SPOKANE, WA
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 01/03/2012 - 12/31/2013 ONYX WEALTH ADVISORS, INC. (CRD#:119558) SPOKANE, WA
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 08/16/2010 - 01/09/2012 BROOKSTONE CAPITAL MANAGEMENT LLC (CRD#:141413) SPOKANE, WA
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.