Octagon Wealth Management

CONNECT

Address:

1650 W. 82nd Street, Suite 850
Minneapolis, MN 55431

Phone:

952-885-2700

Terri M. Bloom

Terri M. Bloom

Director of Client Services

Terri has been with Dave Jungquist and his practice since January 2001. As a Director of Client Services and Compliance Officer, Terri is responsible for handling all client service matters, operations, administration, compliance and insurance.

She started her career in banking and financial services at Pullman Bank in Chicago in 1993 as an Assistance Vice President and Trust Compliance Officer. She relocated with her husband from the Chicagoland area to Minnesota and joined Dave’s office. Terri has a diversified background in investments. trusts, estates, compliance, management, supervision and insurance.

Terri and her husband Gary live in Eden Prairie. They have three grown daughters and four grandchildren.

Phone 952-885-2729
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck