Amy Rogers Blodgett

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → Present
  Ameritas Investment Corp.
  Lincoln, NE
• 06/2006 → Present
  Ameritas Life Insurance Company
  Licnoln, NE
• 09/2009 → Present
  Boom Planning
  San Francisco, CA
• 11/2010 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 01/2014 → 12/2018
  20/20 Financial Advisers, San Francisco, L.L.C.
  San Francisco, CA
• 11/2015 → 12/2018
  20/20 Capital Management
  Costa Mesa, CA
• 08/2018 → Present
  Canvas Financial
  San Francisco, CA
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Previous Registrations

• 2015-12-04 → 2019-01-02
  20/20 Capital Management, Inc
  San Francisco, CA
  Costa Mesa, CA
• 1999-11-22 → 2006-06-30
  Carillon Investments, Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * EDWAAR REALTY TRUST AND BEACH BLUFF AND WOODWORKS AND LEAVITT REALTY TRUST AND LONDONDERRY LAND MANAGEMENT AND WOODSTOCK SECURITIES CORP; 148 Beach Bluff Ave, Swampscott MA 01907; non-inv rel; family partnership-some real estate, some investments; Partner; start date=05/1964; hrs/mo=0; trading hrs/mo=0; family partnership-I don't do anything * BOOM PLANNING; SAME AS BRANCH; INV REL; FINANCIAL PLANNING; OWNER; START DATE=09/2009; HRS/MO=1; TRADING HRS/MO=1; FINANCIAL PLANNING * Office Rent for my Office; same as branch; non-inv rel; collecting rent for two of my offices; Owner; start date=01/2017; hrs/mo=0; trading hrs/mo=0; collect rent for two office, no other duties * CANVAS FINANCIAL; SAME AS BRANCH; INV REL; DBA USED FOR MARKETING AND FIRM CONSOLIDATION PURPOSES; PARTNER; START DATE=08/2018; HRS/MO=200; TRADING HRS/MO=130; SHARE IDEAS WITH PARTNERS, HELP GROW EVERYONE'S PRACTICES

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-06
• S63 Uniform Securities Agent State Law Examination
  1992-05-07

Designations

• Certified Financial Planner