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Thomas E Blottenberger

Investment adviser representative at First Financial Coaching, Inc.
16 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$670.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Fixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Seminars and workshops

Experience

16 years in the industry.

  1. First Financial Coaching, Inc.Apr 2025 to now
  2. Paradigm Shift Financial, LLCAug 2017 to Apr 2025
  3. Guardian Life Insurance CompanyJan 2010 to Dec 2017

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 2 states (SC, TX).

First Financial Coaching, Inc.

$670.6MAssets managed
1,512Clients
14Advisers
3 yearsIn 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
5769283
Firm CRD
152070
Advisor's SEC record (opens in a new tab)
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