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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Blattner is a financial advisor with Divvi Wealth Management. Eric has over 18 years of experience in the financial services industry and is a Certified Financial Planner. Eric is registered to provide investment advisory services in Kansas, Missouri, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Selection of other advisors fees
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2
MO
07/12/2022 - Present
Divvi Wealth Management (NORTH KANSAS CITY MO)
KS
02/11/2022 - 07/01/2022
DELAWARE DISTRIBUTORS, L.P. (Overland Park KS)
KS
01/31/2007 - 01/29/2022
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
01/31/2007 - 10/07/2020
WADDELL & REED (OVERLAND PARK KS)
MO
09/14/2004 - 12/05/2006
EDWARD JONES (GLADSTONE MO)
BC
Issued 08/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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