Eric Stuart Blattner
Investment adviser representative at Divvi Wealth Management
16 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$127.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Divvi Wealth ManagementJul 2022 to now
- Colligo Group LLCJul 2022 to Mar 2026
- Delaware Distributors, L.P.Feb 2022 to Jun 2022
- Macquarie Investment ManagementJan 2022 to Jun 2022
- Ivy Distributors, Inc.Dec 2006 to Jan 2022
- Waddell & Reed, Inc.Dec 2006 to Oct 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Divvi Wealth Management
Legal name: Divvi Wealth Management LLC
$127.4MAssets managed
197Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4814572
- Firm CRD
- 318241