All the legal stuff our Compliance department is way more excited about than they should be.

Here’s all of the legal stuff our Compliance department is way more excited about than they should be.

Blooom Services

Client Agreement

These are the terms that you agree to when you become a blooom client.

Form ADV Part 1

Form used to registered the details on blooom’s business, ownership, employees and business practice with the Securities and Exchange Commission and state regulators.

General

Employee Referral Program Terms

Blooom, Inc. is an SEC-registered investment advisor. Registration does not mean a government agency approves an advisor. By using this website, you agree to our Terms and Conditions and Privacy Policy. Blooom relies on information provided by you in order to generate your recommendation and cannot be held responsible for any recommendations based on inaccurate information.

Neither Blooom, Inc. nor its advisors and employees provide legal or tax advice. If you require such advice, you should seek the advice of your attorney and/or tax advisor. Investing involves risk. Your investments are subject to loss of principal and are not guaranteed. Blooom is limited to the funds available in your employer sponsored retirement plan.

Legal Information

Blooom Services

Client Agreement

Form ADV Part 1

Form ADV Part 2

General

Terms and Conditions

Privacy Policy

Ambassador Program Terms

Employee Referral Program Terms

Security