Amy Rogers Blodgett

CFP

Ameritas Advisory Services, LLC

33 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Ameritas Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

539 advisors

Number of Clients

25,632 clients

Average Client Portfolio

$449K average

Assets Under Management

$11.5B

Fee Structure

Minimum Investment:$5K

Location

San Carlos, CA

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2021

Award / Judgment

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Amy is licensed as an independent insurance agent to sell fixed insurance products. She is also a partner in EDWAAR Realty Trust, Beach Bluff and Woodworks, Boom Planning, and Canvas Financial, spending nearly full-time on Canvas Financial to share ideas and help grow practices.

Employment History

Current Registrations

Ameritas Advisory Services, LLC

November 2021 - Present · 4 yrs 3 mos

Ameritas Investment Company, LLC

June 2006 - Present · 19 yrs 8 mos

Ameritas Investment Company, LLCBroker

June 2006 - Present · 19 yrs 8 mos

Previous Registrations

Ameritas Advisory Services

July 2018 - November 2021 · 3 yrs 4 mos

20/20 Capital Management, INC

December 2015 - January 2019 · 3 yrs 1 mo

Ameritas Investment CORP

June 2006 - October 2017 · 11 yrs 4 mos

Carillon Investments, INC

November 1999 - June 2006 · 6 yrs 7 mos

Carillon Investments, INC.Broker

July 1999 - June 2006 · 6 yrs 11 mos

Emmett a Larkin Company, INC.Broker

July 1997 - July 1999 · 2 yrs

Metlife Securities INC.Broker

June 1997 - May 1999 · 1 yr 11 mos

Metropolitan Life Insurance CompanyBroker

June 1997 - May 1999 · 1 yr 11 mos

Carillon Investments, INC.Broker

June 1995 - July 1997 · 2 yrs 1 mo

Allmerica Investments, INC.Broker

May 1992 - June 1995 · 3 yrs 1 mo

State Registrations44 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.