Andrew Charles Blunt, CFP is a registered financial advisor at THE AMERIFLEX GROUP located in Denver, Colorado and ROYAL ALLIANCE ASSOCIATES, INC. located in Lakewood, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Andrew has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
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Comprehensive Financial Planning
Retirement Income Management
1. THE AMERIFLEX GROUP POSITION: Investment Advisor Representative NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/29/2020 ADDRESS: 8485 W Sunset Rd.,Suite 204, Las Vegas NV 89113, United States DESCRIPTION: Comprehensive Wealth Management, Financial Planning and Investment Advisory services 2. ANDREW C BLUNT POSITION: Owner NATURE: Jointly owned with my spouse. Single Family Residential Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2010 ADDRESS: 13891 Monroe St, Thornton CO 80206, United States DESCRIPTION: Own, Maintain, and manage residential rental property. 3. OSHER LIFETIME LEARNING INSTITUTE POSITION: Facilitator NATURE: Private College, Adult Education INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 03/01/2019 ADDRESS: 2211 S. Josephine St, Denver CO 80208, United States DESCRIPTION: Educator/Speaker providing lecture style, generic financial education in a group setting to enrolled students. 4. BLUNT FAMILY PROPERTIES, LLC POSITION: Member/Manager NATURE: LLC established for purchase of future properties. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/06/2019 ADDRESS: 12911 Harmony Pkwy, Westminster CO 80234, United States DESCRIPTION: LLC was established in advance of planned purchase of commercial office property.LLC was retained for potential use in the future. Activeas of 9/25/2020. Closed on commercial Office building on 9/25/2020. Address: 6595 W. 14th Ave. Lakewood, CO 80214. 6000 sq. Ft, 2-story office building currently comprised of 5 separate units each with a separate lease. 5. COONEY ASSOCIATES POSITION: Owner NATURE: S-Corp; Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2015 ADDRESS: 6595 W. 14th Ave., Suite 100, Lakewood CO 80214, United States DESCRIPTION: COONEY ASSOCIATES IS OUR COMPANY BRANDING WHICH INCLUDES THE SALE OF FIXED INSURANCE PRODUCTS 6. DENVER COMMUNITY CREDIT UNION POSITION: Director NATURE: Not-For-Profit Corporation. Credit Union INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2018 ADDRESS: 1075 Acoma St, Denver CO 80204, United States DESCRIPTION: SET POLICY,PLAN CREDIT UNION'S COURSE;MAKE SURE THE CREDIT UNION MAINTAINS ITS SOUND FINANCIAL CONDITION
Certified Financial Planner
Begin Date: 2012
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (30)
New Mexico (9/1/2023)
New York (9/1/2023)
North Dakota (9/1/2023)
South Dakota (9/1/2023)
West Virginia (9/1/2023)
SRO REGISTRATIONS (1)
Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
THE AMERIFLEX GROUP (#305585)
789 Sherman Street Suite 550, Denver, CO, 80203
4/30/2020 - Current
ROYAL ALLIANCE ASSOCIATES, INC. (#23131)
6595 W. 14th Ave Ste 100, Lakewood, CO, 80214
9/1/2023 - Current
PREVIOUS EMPLOYERS (6)
SAGEPOINT FINANCIAL, INC. (#133763)
4/29/2020 - 9/1/2023
VOYA FINANCIAL ADVISORS, INC. (#2882)
6/28/2011 - 5/4/2020
VOYA FINANCIAL ADVISORS, INC. (#2882)
9/29/2009 - 5/4/2020
TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC. (#37819)
3/10/2009 - 8/3/2012
HIMCO DISTRIBUTION SERVICES COMPANY (#6604)
8/29/2001 - 3/5/2009
WELLS FARGO CLEARING SERVICES, LLC (#19616)
8/10/2000 - 6/14/2001
St. Louis, MO
Andrew Charles Blunt
Experience: 23 years / 7 firms
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