Mike has over 35 years experience in the financial services industry and has earned the Certified Mutual Funds Counselor designation. He works with clients to identify personalized financial strategies including tax-sensitive planning, retirement accumulation, distribution and estate planning to strive to ensure wealth is passed efficiently and cost effectively to the designated people or organizations in the manner and time desired.
In his spare time, Mike enjoys photography, working on his classic cars, and traveling. Mike is an avid Chiefs and Royals fan.
4 Generations Wealth Management is an Investment Strategies team formed by Michael J. Blomberg, founded and grown with the underlying principle that this is a relationship business, and these are families that we are entrusted to serve, across their families, as their family tree grows. Mike B. has been a Financial Advisor since 1986 and Mike F. has been in the financial industry since 2012 and served as a financial markets and investments professional.
Our business is built on a foundation of thoughtful client relationships. Regardless of your life stage, income or goals, we can work with you to create a financial plan to help you manage your short-term needs, long-term goals and work toward meeting your financial aspirations. Let us focus on helping you pursue those targets through the noise of the media and volatility of the markets, so you can focus on living life with your loved ones!
General Information |
| Name of Broker/Dealer: | LPL FINANCIAL LLC |
| States Licensed in: | MO |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management |
Services |
| Investment Types: | Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Commodities, Insurance |
| Can meet clients in the following ways: | Email, Phone, Our Office, Your Home, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity, Accident, Disability |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100K+ |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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