AB
CFP

Amy Rogers Blodgett

33 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

San Carlos, CA

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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
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 2 mos
Ameritas Investment Company, LLC
June 2006 - Present · 19 yrs 7 mos
Ameritas Investment Company, LLCBroker
June 2006 - Present · 19 yrs 7 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
AKARAZCACOCTDCFLGAHIIAIDILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.