Eric Blattner has been Co-Owner of Divvi Wealth Management since March 2026, is a control person of the firm and directly owns between 25% and 50% of it. Eric Blattner holds a Bachelor of Science in Accounting and Finance with a minor in Economics from Kansas State University.
Divvi Wealth Management LLC is a Kansas City, MO firm with $127M under management, 197 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Eric Blattner is Managing Partner, Wealth Advisor of Divvi Wealth Management. He joined Divvi in 2022, works with individuals and families to plan and manage investment portfolios, and leads the firm's Investment Committee. Before Divvi, he was Head of Product Management for Equities and Fixed Income at Macquarie Asset Management and spent 15 years at Ivy Investments, most recently as Head of Product Management and Development.
- Divvi Wealth ManagementCurrent– present · 4 yearsKansas City, MO · Adviser representative · Firm CRD 318241
Professional designations
Listed by Divvi Wealth Management
- Chartered Financial Analyst (CFA)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Investment adviser representative registrations
Eric Blattner is registered as an investment adviser representative in 3 states. Each was approved in July 2022.
- KansasSince 12 July 2022
- MissouriSince 12 July 2022
- TexasSince 12 July 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 6 October 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 19 August 2004 |
| Series 7 | General Securities Representative Examination | 16 August 2004 |
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Stuart Blattner
- CRD
- 4814572
- Firm
- Divvi Wealth Management · CRD 318241
- Role
- Co-Owner
- Office
- 220 W 18TH STREET, SUITE 202, Kansas City, MO 64108
- Registration
- Investment adviser registration
- In the industry since
- November 2004
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- divviwealth.com
Where does Eric Blattner work?
Eric Blattner has been Co-Owner of Divvi Wealth Management LLC since March 2026, and is a control person of the firm.
Is Eric Blattner a financial advisor?
Yes. Eric Blattner has a current investment-adviser registration in Kansas, Missouri and Texas, through Divvi Wealth Management since July 2022.
How many years of experience does Eric Blattner have?
Eric Blattner has 21 years in the financial industry, since November 2004, across 1 adviser firm.
What exams has Eric Blattner passed?
Eric Blattner has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in August 2004. FINRA credited Eric Blattner with the SIE, which began in October 2018.
Where is Eric Blattner based?
Eric Blattner’s registered office is in Kansas City, MO.
Is Eric Blattner registered with FINRA?
No. Eric Blattner has no current broker registration.
Is Eric Blattner a CFP?
Divvi Wealth Management lists Eric Blattner with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Eric Blattner a CFA charterholder?
Divvi Wealth Management lists Eric Blattner with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Eric Blattner’s record?
Search CRD 4814572 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Blattner’s full registration record.