Eric S. Blattner

DIVVI WEALTH MANAGEMENT

KANSAS CITY, MO 64108

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CRD#: 4814572

Professional summary

Eric Stuart Blattner, CFP®, CIMA® is a registered financial advisor currently at DIVVI WEALTH MANAGEMENT located in Kansas City, Missouri.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Eric has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

COLLIGO GROUP LLC; YES; LEE'S SUMMIT, MO; CONSULTING SERVICES; MEMBER; CO-OWNER; 07/2022; 5%; 10 HRS; A HOLDING COMPANY THAT ENGAGES IN SOME GENERAL CONSULTING SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Stuart Blattner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

CIMA^®

Certified Investment Management Analyst

Experience

Current

July 12, 2022 - Present

DIVVI WEALTH MANAGEMENT

Office #1: 220 W 18th Street Suite 202, Kansas City, MO 64108

RIA

CRD#: 318241

KANSAS CITY, MO

Past

February 11, 2022 - July 1, 2022

DELAWARE DISTRIBUTORS, L.P.

CRD#: 14232

Overland Park, KS

Past

January 31, 2007 - October 7, 2020

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

January 31, 2007 - January 29, 2022

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

September 14, 2004 - December 5, 2006

EDWARD JONES

CRD#: 250

GLADSTONE, MO

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".

DIVVI WEALTH MANAGEMENT

DIVVI WEALTH MANAGEMENT | DIVVI WEALTH MANAGEMENT LLC

CRD#: 318241 / SEC#: 801-134413

RIA

Registered Investment Advisory firm - (9/29/2025 Approved)

Iowa

Registered Investment Advisory firm - (10/1/2025 Terminated)

Kansas

Registered Investment Advisory firm - (10/1/2025 Terminated)

Missouri

Registered Investment Advisory firm - (10/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2025 Termination Requested)

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.

Highlighted states indicate IAR registrations

IAR

Kansas
(7/12/2022)

IAR

Missouri
(7/12/2022)

IAR

Texas
(7/12/2022)

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.

Exams

State Security Law Exam

Series 63

Date: 8/19/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/16/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/6/2018

General Securities Principal Examination

Current Firm

DIVVI WEALTH MANAGEMENT

DIVVI WEALTH MANAGEMENT | DIVVI WEALTH MANAGEMENT LLC

CRD#: 318241 / SEC#: 801-134413

RIA

Registered Investment Advisory firm - (9/29/2025 Approved)

Iowa

Registered Investment Advisory firm - (10/1/2025 Terminated)

Kansas

Registered Investment Advisory firm - (10/1/2025 Terminated)

Missouri

Registered Investment Advisory firm - (10/1/2025 Terminated)

Texas

Registered Investment Advisory firm - (10/1/2025 Termination Requested)

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Contact information

Main Address

220 W 18th Street Suite 202, Kansas City, MO 64108

Mailing Address

Phone number

(816) 237-8137

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A & 2B (8/25/2025)

Regulatory assets under management

Total Number of Accounts	706
AUM (Assets Under Management)	$ 111,248,589

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Eric S. Blattner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Stuart Blattner's CRS (Customer Relationship Summary).

Certified licenses

Experience

DELAWARE DISTRIBUTORS, L.P.

WADDELL & REED

IVY DISTRIBUTORS, INC.

EDWARD JONES

Primary Firm SEC Registration

DIVVI WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/19/2004

SIE

Date: 10/1/2018

Series 7

Date: 8/16/2004

Series 24

Date: 10/6/2018

Current Firm

DIVVI WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIVVI WEALTH MANAGEMENT

TRUST BUT VERIFY

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