Erik Martin Blankmeyer

Employer firm

Level Four Advisory Services CRD 134086

$6.54B regulatory AUM 98 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

• 05/2008 → 01/2021
  Td Ameritrade, Inc.
  Fort Worth, TX
• 02/2021 → 11/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2021 → 11/2022
  Ae Financial Services, Llc
  Topeka, KS
• 04/2023 → 08/2023
  Smart Wealth, Llc
  Omaha, NE
• 07/2024 → Present
  Level Four Advisory Services, Llc
  Dallas, TX
• 08/2023 → 07/2024
  Unemployed
  Proper, TX
• 11/2022 → 04/2023
  Unemployed
  Prosper, TX
• 07/2025 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2023-05-25 → 2023-10-04
  Smart Wealth, Llc
  Omaha, NE
• 2021-05-13 → 2022-11-16
  Ae Wealth Management, Llc
  Topeka, KS
• 2008-06-17 → 2021-01-06
  Td Ameritrade, Inc.
  San Diego, CA
  San Diego, CA
  W. Conshochocken, PA
  Jersey City, NJ
  Colorado Springs, CO
  Parker, CO
  Castle Rock, CO
  Fort Worth, TX
  San Diego, CA
• 2006-08-21 → 2008-06-02
  Assetmark, Inc.
  Concord, CA
• 2005-12-21 → 2006-06-27
  Pruco Securities, Llc.
  Plano, TX
  Irving, TX
• 2005-03-29 → 2005-08-22
  Piedra Capital Ltd
  Albuquerque, NM
• 2004-01-22 → 2005-02-02
  1St Global Advisors Inc
  Plano, TX

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-13
• S63 Uniform Securities Agent State Law Examination
  1994-09-19

Other Names

• Eric M Blankmeyer
• Erik Blankmeyer
• Erik Martin Blankmeyer
• Erik Martin Blankmeyer