Christen Shontell Blodgett

Current Employers

Employment History

• 05/2011 → 03/2018
  Cu Financial Partners
  Campbell, CA
• 11/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 02/2017 → 03/2019
  Meriwest Credit Union
  San Jose, CA
• 02/2019 → Present
  Crescent Capital Planning
  San Jose, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CRESCENT CAPITAL PLANNING ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL PLANNING AND INSURANCE ADVICE ; START DATE: 02/2019 ; POSITION/TITLE/RELATIONSHIP: WEALTH MANAGEMENT ADVISOR ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: HELPING CLIENTS TO CREATE FINANCIAL PLANS, GENERAL INVESTMENT ADVICE, GUIDANCE AND INVESTMENT STRATEGY ; 2.FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, START NOVEMBER 2013, 10 HRS. PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, LONG-TERM CARE AND ANNUITIES; 3. NAME OF OTHER BUSINESS: OK PROGRAM; INVESTMENT RELATED: NO; ADDRESS: 1034 66TH AVE, OAKLAND, CA 94621; NATURE OF BUSINESS: YOUTH MENTORSHIP PROGRAM; START DATE: 2/2023; POSITION/TITLE/RELATIONSHIP: VOLUNTEER MENTOR; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: HELP TO PROVIDE GUIDANCE & BASIC LIFE SKILLS TO MIDDLE/HIGH SCHOOL STUDENTS; 4. NAME OF OTHER BUSINESS: PHI BETA SIGMA FRATERNITY, INC. - THETA LAMBDA SIGMA CHAPTER; INVESTMENT RELATED: NO; ADDRESS: 545 MERIDIAN AVE, STE D, UNIT 28081, SAN JOSE, CA 95126; NATURE OF BUSINESS: MEN'S FRATERNITY; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: SOCIAL ACTION CHAIR; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ORGANIZING AND LEADING COMMUNITY SERVICE AND SOCIAL JUSTICE INITIATIVES; 5. NAME OF OTHER BUSINESS: CRESCENT CAPITAL PLANNING LLC DBA CRESCENT CAPITAL PLANNING; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2014-01-24
• S63 Uniform Securities Agent State Law Examination
  2008-11-10

Other Names

• Chris S Blodgett
• Christen S Blodgett