Christen Blodgett
Christen Blodgett is a registered investment advisor at Cetera Investment Advisers LLC, based in San Jose, CA, with 17 years of industry experience. Christen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2033 Gateway Pl Ste 500, San Jose, CA, 95110
Get directionsHistory
Regulatory History (3)
Judgment / Lien
July 2024Judgment / Lien
October 2022Judgment / Lien
May 2019Other Business ActivitiesSells Insurance
Christen works as a wealth management advisor at Crescent Capital Planning, providing financial planning and investment advice, and owns Crescent Capital Planning LLC. She also sells fixed insurance products, including life, long-term care, and annuities, and volunteers as a youth mentor and is a social action chair for her fraternity, spending about a quarter of her time on each of the first two activities and minimal time on the latter two.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Foothill Securities, INC.Broker
CUNA Brokerage Services, INC.Broker
State Registrations8 states
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