Ed Lindbloom's career as an Investment Advisor Representative (“IAR”) began in 2003 after he retired from the Utah Army National Guard. Ed enjoys working with people who have an idea of their financial goals and priorities. He will help you determine what those are if you currently don't know what you want to accomplish.
In the military Ed attended the Fort Benning School for Boys where he was awarded his Blue Chord and assigned to an infantry unit. After a number of years in the infantry, Ed transferred to a Military Intelligence unit comprised of foreign language specialists that concentrated on national defense priorities.
Ed has been an IAR with SFG since April 2018, and a Registered Representative with Summit Brokerage Services, Inc. (SFG’s affiliated broker-dealer) since April 2018. Previously, he was a Financial Advisor with Edward Jones Investments from August 2003 – April 2018.
Mr. Lindbloom earned the Accredited Asset Management Specialist (AAMS®) professional designation in January 2008. This designation is geared toward financial professionals and includes a self-study program, an exam, and code of ethics. Course topics include asset management process, risk, return, investment performance, asset allocation and selection, investment strategies, taxation of investment products, investment opportunities of an individual’s retirement, investment considerations for small business owners, deferred compensation, insurance products for investment clients, estate planning for investment clients, and regulatory and ethical issues for the investment professional.
Ed married Bethany in 1996, and they have four children. Ed enjoys serving the community through coaching youth sports, sitting on community boards, and by serving in his church. Outside the office, Ed enjoys hanging out with his family or playing golf.
Ed received a Bachelor’s Degree in Business Management from Utah Valley University. He also earned his MBA with a concentration in Finance from Concordia University.