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Erik Martin Blankmeyer Sr.

LEVEL FOUR ADVISORY SERVICES
PROSPER, TX
·CRD# 2518231·32 years experience

Professional Summary

Erik Martin Blankmeyer Sr., who also goes by Eric M Blankmeyer Sr., Erik Martin Blankmeyer Sr., Erik Martin Blankmeyer, Erik Blankmeyer Sr., is a registered financial advisor currently at LEVEL FOUR ADVISORY SERVICES located in Prosper, Texas and LEVEL FOUR FINANCIAL, LLC located in Prosper, Texas. Erik is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Erik has worked at 19 firms and has...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric M Blankmeyer Sr., Erik Martin Blankmeyer Sr., Erik Martin Blankmeyer, Erik Blankmeyer Sr.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

32 years in the financial services industry

Current & Past Employments

LEVEL FOUR ADVISORY SERVICES·CRD# 134086
RIA
Prosper, TX
July 29, 2024 - Present
LEVEL FOUR FINANCIAL, LLC·CRD# 25700
BD
Prosper, TX
July 10, 2026 - Present
LEVEL FOUR FINANCIAL, LLC·CRD# 25700
BD
Prosper, TX
August 1, 2024 - August 8, 2024
SMART WEALTH, LLC·CRD# 315496
RIA
Omaha, NE
May 25, 2023 - October 4, 2023
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Topeka, KS
May 13, 2021 - November 16, 2022
AE FINANCIAL SERVICES, LLC·CRD# 298608
BD
Topeka, KS
May 4, 2021 - November 16, 2022
TD AMERITRADE, INC.·CRD# 7870
RIA
Southlake, TX
June 17, 2008 - January 6, 2021
TD AMERITRADE, INC.·CRD# 7870
BD
Southlake, TX
June 17, 2008 - January 6, 2021
CAPITAL BROKERAGE CORPORATION·CRD# 10465
BD
Glen Allen, VA
May 2, 2008 - May 27, 2008
ASSETMARK, INC.·CRD# 109018
RIA
Concord, CA
August 21, 2006 - June 2, 2008
ASSETMARK CAPITAL CORPORATION·CRD# 37583
BD
Pleasant Hill, CA
August 21, 2006 - April 15, 2008
PRUCO SECURITIES, LLC.·CRD# 5685
RIA
Irving, TX
December 21, 2005 - June 27, 2006
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Irving, TX
December 13, 2005 - June 27, 2006
PIEDRA CAPITAL LTD·CRD# 107365
RIA
Albuquerque, NM
March 29, 2005 - August 22, 2005
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Plano, TX
January 22, 2004 - February 2, 2005
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Dallas, TX
September 16, 2003 - February 2, 2005
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
May 17, 2000 - September 19, 2003
VOYA INVESTMENTS DISTRIBUTOR, LLC·CRD# 37886
BD
Windsor, CT
March 24, 1998 - May 10, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
July 18, 1997 - March 18, 1998
PASADENA FUND SERVICES, INC.·CRD# 28494
BD
July 29, 1996 - January 22, 1997
GLENFED BROKERAGE SERVICES·CRD# 13648
BD
Glendale, CA
March 13, 1996 - July 10, 1996
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
January 29, 1996 - February 26, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
September 8, 1994 - September 26, 1995

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Current Firm

LF
LEVEL FOUR ADVISORY SERVICES

A++ INVESTMENTS, INC. | WORTHY & ASSOCIATES FINANCIAL & ESTATE PLANNING | WALTERS WEALTH MANAGEMENT | WALL STREET FINANCIAL | VIRTUS WEALTH MANAGEMENT | V&E WEALTH MANAGEMENT | TRANSFORM 401(K) | TLC ADVISORY GROUP | TIMBERLINE WEALTH MANAGEMENT | THOMAS PRIVATE WEALTH MANAGEMENT | SUNRISE RETIREMENT & FINANCIAL CONSULTANTS | SUMMIT FINANCIAL ADVISORS | SPARTAN PRIVATE WEALTH MANAGEMENT | SJF INVESTMENT MANAGEMENT | SILVESTRI ASSET MANAGEMENT | SHERMANINVEST | SANDBAR INVESTMENT MANAGEMENT | SA PIGGUSH FINANCIAL CONSULTANTS | RSM FINANCIAL SOLUTIONS | REGROUP WEALTH, LLC | PINNACLE WEALTH ADVISORS | PIERCE AND GARLAND WEALTH MANAGEMENT | PHILLIPS WEALTH MANAGEMENT | PERSONALIZED SERVICES INSURANCE | PAUL R. MORRIS INTEGRATED STRATEGIES | PARKER FINANCIAL SERVICES | OPUS WEALTH MANAGEMENT GROUP | NORTH POINT FINANCIAL PLANNERS | NEW HORIZONS FINANCIAL CONSULTANTS | NEUBRANDER FINANCIAL SERVICES | MYDIGITALADVISER | MORTON WEALTH MANAGEMENT | MJM WEALTH MANAGEMENT, LLC | MISSION FINANCIAL PLANNING | MISSION FINANCIAL ADVISORY SERVICES | MID-ATLANTIC SECURITIES, A LEVEL FOUR FINANCIAL & LEVEL FOUR ADVISORY SERVICES COMPANY | MARKET SQUARE ADVISORS | MAGNUSON FINANCIAL | MACUDA FINANCIAL GROUP | LION CROWN WEALTH MANAGEMENTL, LLC | LEVEL FOUR WEALTH MANAGEMENT | LEVEL FOUR SPORTS & ENTERTAINMENT | LEVEL FOUR PRIVATE CLIENT, LLC | LEVEL FOUR GROUP, LLC | LEVEL FOUR FINANCIAL | LEVEL FOUR ADVISORY SERVICES, LLC | LEVEL FOUR ADVISORY SERVICES, A DIVISION OF CARR, RIGGS AND INGRAM CAPITAL LLC | LEVEL FOUR ADVISORY SERVICES | LEMOINE WEALTH MANAGEMENT, LLC | LEGACY WEALTH PARTNERS | KIRKLEY INVESTMENT GROUP, LLC | KING TIDE RETIREMENT PARTNERS | KEYSTONE WEALTH MANAGEMENT | KEIBER SENIOR SERVICES | KEIBER RETIREMENT SOLUTIONS | JEFF HARRIS & ASSOCIATES | JACKSON WEALTH MANAGEMENT, LLC | INTELUS WEALTH MANAGEMENT, LLC | INTEGRITY FINANCIAL GROUP | IGNITE FINANCIAL GROUP | HORVATH PLANNING & WEALTH MANAGEMENT, LLC | HLG WEALTH MANAGEMENT, LLC | HARBOR FINANCIAL SERVICES | GRANVILLE FINANCIAL | GORE SADTLER WEALTH MANAGEMENT | GOLDEN LEAF ASSET MANAGEMENT | GARRETT WEALTH MANAGEMENT | FRIEDMAN FINANCIAL STRATEGIES | FREEDOM FIRST WEALTH MANAGEMENT | FREEDOM FIRST ADVISORS | FPX | FOUNDATION WEALTH PARTNERS | FINANCIAL SERVICES OF CENTRAL ILLINOIS | FINANCIAL INDEPENDENCE, LLC | FAUBOURG PRIVATE WEALTH, LLC | FAUBOURG PRIVATE WEALTH ADVISORS | FAUBOURG PRIVATE WEALTH - LEMOINE AND ASSOCIATES | ENTIRETY WEALTH SOLUTIONS | ELEVATE WEALTH MANAGEMENT | EFC ADVISORS, LLC | EBERLIN FINANCIAL SERVICES | DF CONSULTANTS | DEVLIN FINANCIAL CONSULTING | DAKOTA FINANCIAL CENTER | CRESCENT CAPITAL MANAGEMENT | COWEN FINANCIAL SERVICES | CORE WEALTH PLANNING | CONSULTING AND INVESTMENT OF PANAMA CITY | CONNECTIONS FINANCIAL ADVISORS | COHEN INVESTMENT MANAGEMENT | CAPITAL FINANCIAL RESOURCES WEALTH MANAGEMENT | BRUNO INVESTMENT MANAGEMENT | BLAKE FINANCIAL, INC. | BERRY FINANCIAL GROUP | ARMOR WEALTH GROUP | ANDERSTON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ACCESS ADVISORS, LLC

CRD#: 134086 / SEC#: 801-66368
RIA
Registered Investment Advisory firm - SEC (3/3/2006 Approved)
Arizona
Registered Investment Advisory firm - Arizona (3/7/2006 Terminated)
California
Registered Investment Advisory firm - California (3/8/2006 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (3/7/2006 Terminated)
New York
Registered Investment Advisory firm - New York (3/7/2006 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/7/2006 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/7/2006 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

12400 Coit Road Suite 700, Dallas, TX 75251

Phone Number

(972) 665-0878

# of Employees

136

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEVEL FOUR ADVISORY SERVICES, LLC FORM ADV PART 2A - MARCH 30, 2026 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

15,720

AUM (Assets Under Management)

$6,543,203,513

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/30/2024Cover PageReport

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BLANKMEYER GROUP, LLC, STARTED 1/15/2024, MANAGEMENT CONSULTING FOR PRIVATELY HELD BUSINESSES, NOT INVESTMENT RELATED, FOUNER AND MANAGING PARTNER, WORK APPROXIMATELY 48 HOURS PER MONTH TO THIS ENTITY WITH 24 HOURS DURING TRADING, LOCATED IN PROSPER TX 75078. REGROUP WEALTH, LLC, STARTED 7/29/2024, DBA FOR BUSINESS CONDUCTED THROUGH LEVEL FOUR ADVISORY SERVICES, LLC, FINANCIAL PLANNING, INVESTMENT MANAGEMENT, INSURANCE SOLUTIONS, INVESTMENT RELATED, PRESIDENT, DEVOTE 160 HOURS PER MONTH TO THIS BUSINES DURING TRADING HOURS, LOCATED IN PROSPER, TX 75078

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LEVEL FOUR ADVISORY SERVICES

A++ INVESTMENTS, INC. | WORTHY & ASSOCIATES FINANCIAL & ESTATE PLANNING | WALTERS WEALTH MANAGEMENT | WALL STREET FINANCIAL | VIRTUS WEALTH MANAGEMENT | V&E WEALTH MANAGEMENT | TRANSFORM 401(K) | TLC ADVISORY GROUP | TIMBERLINE WEALTH MANAGEMENT | THOMAS PRIVATE WEALTH MANAGEMENT | SUNRISE RETIREMENT & FINANCIAL CONSULTANTS | SUMMIT FINANCIAL ADVISORS | SPARTAN PRIVATE WEALTH MANAGEMENT | SJF INVESTMENT MANAGEMENT | SILVESTRI ASSET MANAGEMENT | SHERMANINVEST | SANDBAR INVESTMENT MANAGEMENT | SA PIGGUSH FINANCIAL CONSULTANTS | RSM FINANCIAL SOLUTIONS | REGROUP WEALTH, LLC | PINNACLE WEALTH ADVISORS | PIERCE AND GARLAND WEALTH MANAGEMENT | PHILLIPS WEALTH MANAGEMENT | PERSONALIZED SERVICES INSURANCE | PAUL R. MORRIS INTEGRATED STRATEGIES | PARKER FINANCIAL SERVICES | OPUS WEALTH MANAGEMENT GROUP | NORTH POINT FINANCIAL PLANNERS | NEW HORIZONS FINANCIAL CONSULTANTS | NEUBRANDER FINANCIAL SERVICES | MYDIGITALADVISER | MORTON WEALTH MANAGEMENT | MJM WEALTH MANAGEMENT, LLC | MISSION FINANCIAL PLANNING | MISSION FINANCIAL ADVISORY SERVICES | MID-ATLANTIC SECURITIES, A LEVEL FOUR FINANCIAL & LEVEL FOUR ADVISORY SERVICES COMPANY | MARKET SQUARE ADVISORS | MAGNUSON FINANCIAL | MACUDA FINANCIAL GROUP | LION CROWN WEALTH MANAGEMENTL, LLC | LEVEL FOUR WEALTH MANAGEMENT | LEVEL FOUR SPORTS & ENTERTAINMENT | LEVEL FOUR PRIVATE CLIENT, LLC | LEVEL FOUR GROUP, LLC | LEVEL FOUR FINANCIAL | LEVEL FOUR ADVISORY SERVICES, LLC | LEVEL FOUR ADVISORY SERVICES, A DIVISION OF CARR, RIGGS AND INGRAM CAPITAL LLC | LEVEL FOUR ADVISORY SERVICES | LEMOINE WEALTH MANAGEMENT, LLC | LEGACY WEALTH PARTNERS | KIRKLEY INVESTMENT GROUP, LLC | KING TIDE RETIREMENT PARTNERS | KEYSTONE WEALTH MANAGEMENT | KEIBER SENIOR SERVICES | KEIBER RETIREMENT SOLUTIONS | JEFF HARRIS & ASSOCIATES | JACKSON WEALTH MANAGEMENT, LLC | INTELUS WEALTH MANAGEMENT, LLC | INTEGRITY FINANCIAL GROUP | IGNITE FINANCIAL GROUP | HORVATH PLANNING & WEALTH MANAGEMENT, LLC | HLG WEALTH MANAGEMENT, LLC | HARBOR FINANCIAL SERVICES | GRANVILLE FINANCIAL | GORE SADTLER WEALTH MANAGEMENT | GOLDEN LEAF ASSET MANAGEMENT | GARRETT WEALTH MANAGEMENT | FRIEDMAN FINANCIAL STRATEGIES | FREEDOM FIRST WEALTH MANAGEMENT | FREEDOM FIRST ADVISORS | FPX | FOUNDATION WEALTH PARTNERS | FINANCIAL SERVICES OF CENTRAL ILLINOIS | FINANCIAL INDEPENDENCE, LLC | FAUBOURG PRIVATE WEALTH, LLC | FAUBOURG PRIVATE WEALTH ADVISORS | FAUBOURG PRIVATE WEALTH - LEMOINE AND ASSOCIATES | ENTIRETY WEALTH SOLUTIONS | ELEVATE WEALTH MANAGEMENT | EFC ADVISORS, LLC | EBERLIN FINANCIAL SERVICES | DF CONSULTANTS | DEVLIN FINANCIAL CONSULTING | DAKOTA FINANCIAL CENTER | CRESCENT CAPITAL MANAGEMENT | COWEN FINANCIAL SERVICES | CORE WEALTH PLANNING | CONSULTING AND INVESTMENT OF PANAMA CITY | CONNECTIONS FINANCIAL ADVISORS | COHEN INVESTMENT MANAGEMENT | CAPITAL FINANCIAL RESOURCES WEALTH MANAGEMENT | BRUNO INVESTMENT MANAGEMENT | BLAKE FINANCIAL, INC. | BERRY FINANCIAL GROUP | ARMOR WEALTH GROUP | ANDERSTON WEALTH MANAGEMENT | ALLGOOD FINANCIAL | ACCESS ADVISORS, LLC

CRD#: 134086 / SEC#: 801-66368
RIA
Registered Investment Advisory firm - SEC (3/3/2006 Approved)
Arizona
Registered Investment Advisory firm - Arizona (3/7/2006 Terminated)
California
Registered Investment Advisory firm - California (3/8/2006 Terminated)
New Jersey
Registered Investment Advisory firm - New Jersey (3/7/2006 Terminated)
New York
Registered Investment Advisory firm - New York (3/7/2006 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (3/7/2006 Terminated)
Texas
Registered Investment Advisory firm - Texas (3/7/2006 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(7/10/2026)
IAR
Texas
(7/29/2024)
RR
Texas
(7/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 1994About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1994About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Erik Martin Blankmeyer Sr.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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