DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeremy D Bloomfield
Feed of 09/14/2026
At current firm
0 y
since Apr 23, 2026
In the industry
11 y
since May 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Northwestern Mutual Investment Services,LLC no RAUM currentsince Apr 23, 2026 · Milwaukee, Wi
- Nicolet Wealth Management independent RIANov 30, 2022 to Mar 3, 2026 · Green Bay, Wi
Moves
a registration end followed by a registration begin elsewhere
- Nicolet Wealth Management to Northwestern Mutual Investment Services,LLCleft Mar 3, 2026, registered Apr 23, 2026 (51 days) · Other
Signals
- Jeremy D Bloomfield left Nicolet Wealth Management for Northwestern Mutual Investment Services,Llc (registered 2026-04-23)Mar 3, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address