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Partner | Financial Advisor · Bloom Advisors

Stephanie B. Lucker

CRD 7175688 · Named on Form ADV at one SEC-registered adviser

At a glance

Bloom Advisors, an SEC-registered wealth manager based in Farmington Hills, MI with $1.6 billion in regulatory assets, lists Stephanie B. Lucker on its Form ADV as Partner | Financial Advisor, a control person.

Firms and roles

  • Bloom AdvisorsPartner | Financial AdvisorWealth manager · Farmington Hills, MI · $1.6B in regulatory assets

AtlasMembers

Stephanie’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephanie’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.