Unclaimed
Erik Blankmeyer, Sr. is a financial advisor with Level Four Advisory Services. Erik is also the President of ReGroup Wealth, LLC, a DBA for business conducted through Level Four Advisory Services. Erik has been in the financial industry for over 30 years and holds licenses for both securities and investment advisory.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
07/29/2024 - Present
Level Four Advisory Services (PROSPER TX)
TX
08/01/2024 - 08/08/2024
LEVEL FOUR FINANCIAL, LLC (PROSPER TX)
KS
05/04/2021 - 11/16/2022
AE FINANCIAL SERVICES, LLC (TOPEKA KS)
TX
06/17/2008 - 01/06/2021
TD AMERITRADE, INC. (Southlake TX)
VA
05/02/2008 - 05/27/2008
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
CA
08/21/2006 - 04/15/2008
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
TX
12/13/2005 - 06/27/2006
PRUCO SECURITIES, LLC. (IRVING TX)
TX
09/16/2003 - 02/02/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NY
05/17/2000 - 09/19/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
03/24/1998 - 05/10/1999
PILGRIM SECURITIES, INC. (WINDSOR CT)
NY
07/18/1997 - 03/18/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/29/1996 - 01/22/1997
PASADENA FUND SERVICES, INC.
CA
03/13/1996 - 07/10/1996
GLENFED BROKERAGE SERVICES (GLENDALE CA)
NJ
01/29/1996 - 02/26/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/08/1994 - 09/26/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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