AB
CFP
AB
CFP

Andrew Charles Blunt

25 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
167 advisors
Number of Clients
16,688 clients
Average Client Portfolio
$561K average
Assets Under Management
$9.4B

Fee Structure

Loading...

Location

789 Sherman Street, Suite 550, Denver, CO, 80203

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is an Investment Advisor Representative at The Ameriflex Group, dedicating full-time hours to comprehensive wealth management, financial planning, and investment advisory services. He also owns rental properties, is a facilitator at Osher Lifetime Learning Institute, a member/manager of Blunt Family Properties LLC, owner of Cooney Associates which includes the sale of fixed insurance products, and a director at Denver Community Credit Union.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
June 2025 - Present · 8 mos
The Ameriflex Group
April 2020 - Present · 5 yrs 10 mos
Previous Registrations
Osaic Wealth, INC.Broker
September 2023 - July 2025 · 1 yr 10 mos
Sagepoint Financial, INC.Broker
April 2020 - September 2023 · 3 yrs 5 mos
Voya Financial Advisors, INC.
June 2011 - May 2020 · 8 yrs 11 mos
Voya Financial Advisors, INC.Broker
September 2009 - May 2020 · 10 yrs 8 mos
Hartford Securities Distribution Company, INC.Broker
March 2009 - August 2012 · 3 yrs 5 mos
Hartford Equity Sales Company INC.Broker
August 2001 - March 2009 · 7 yrs 7 mos
First Union Securities, INC.Broker
August 2000 - June 2001 · 10 mos
State Registrations30 states
AKAZCACOCTFLGAHIIDILINKSMAMIMONCNENMNVNYOHORPASDTNTXVAWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Charles Blunt - Financial Advisor | TrueAdvisor