Erik P. Bloomfield , CLU®, ChFC, CLTC
Erik Bloomfield is a Financial Planner at Allegiant Capital PLLC, a financial services firm focusing on wealth accumulation, retirement income distribution, and complex financial planning for individuals and business entities. As an Investment Advisor Representative, Erik is uniquely qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, security and/or manager selection, risk management, funding for education/goals, retirement, as well as life and long-term care insurance.
Erik has over ten years of experience working closely with business owners, executive teams and their advisors to help pursue their financial goals and implement strategies to meet their unique needs. He brings shared life experience as a former auto-supplier executive and financial knowledge to help business owners build and execute their financial plans so they can spend more time building their business.
- Iowa State University
- Bachelor of Science—Metallurgy
Professional Registrations & Licenses
- FINRA Series 7 & 66
- Variable Annuities
- Life, Accident, and Health Insurance
- Certification in Long Term Care (CLTC)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU®)
Memberships and Affiliations
- Million Dollar Round Table
- Amateur Trapshooting Association
- Aircraft Owners & Pilots Association
- John A. Halter Center for Shooting Sports
- East Rockwood Sportsman’s Club
- Adams Conservation Club
- John Birch Society
- Triangle Fraternity
Erik lives in Grosse Isle, MI with his wife, Janet, and their dogs, Sascha and Rozie. He has three children, Tracy, Melissa and James and four grandchildren, Madison, Mackenzie, Macy and Matthew. In his free time he enjoys trap shooting, sporting clays, hunting, and handball. Erik is also interested in travel, architecture, cooking, wine and vintage watches and fountain pens.