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Erik Martin Blankmeyer

Level Four Advisory Services

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About Erik Martin Blankmeyer

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.

Firm Information

Erik Blankmeyer is currently registered with Level Four Advisory Services. Level Four Advisory Services is a registered investment advisor headquartered in Dallas, Texas. The firm provides financial planning, portfolio management, pension consulting, and educational seminars to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm has approximately $4.33 billion in assets under management.
Level Four Advisory Services

12400 COIT ROAD

DALLAS, TX 75251

$4.33B

Assets Under Management

98

Total Clients

135

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees - portion of assets managed by other advisors

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Erik Blankmeyer’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erik Martin Blankmeyer.
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