Robert J Blattel
Financial advisor at Prospera Financial Services, Inc. · St. Peters, MO
Last updated 2026-10-10
Claim your profileRobert J Blattel is a financial advisor at Prospera Financial Services, Inc. in St. Peters, MO, CRD 2092933. Licenses and exams on the registration: Series 63. IAPD registration began 1996-05-09.
Registration
- CRD number
- 2092933
- Registration status
- Active
- IAPD registration
- 1996-05-09
- Industry Experience
- 30 years
- Work Experience
- 36 years
- States registered
- MO, TX
Licenses and exams
- Series 63
Designations
- CFP®
Work history
- 1990-08 to 2025-05 · Cutter & Company, Inc. · Chesterfield, MO
- 2025-05 to Present · Prospera Financial Services, Inc. · St. Peters, MO
Current employment
- Prospera Financial Services, Inc. · Dallas, TX
Prospera Financial Services, Inc.
- Regulatory AUM
- $14,387,540,045
- Registered advisors
- 270
- Offices
- 164
- Clients per advisor
- 68.8 (Moderate)
- Average AUM per client
- $774.2K (Low)
- High-net-worth client ratio
- 42.0% (Moderate)
Prospera Financial Services, Inc.: advisors, services and reported ETF investments
About
Robert J Blattel is a CFP® financial advisor at Prospera Financial Services, Inc. in St. Peters, MO. Reported securities licenses include Series 63. The latest record indicates 30 years of industry experience and 36 years of reported work history. Reported roles include Cutter & Company, Inc..
SEC disclosures list additional business and community activities: 1: Charles, mo 63301; 07/2014; hobby of magic/on investment committee to give advise/talk to them twice a year by phone not during business hours.
Prospera Financial Services, Inc.'s firm-level Form ADV reports 270 advisors across 164 offices; approximately 68.8 clients per advisor, average assets per client of $774,190, and regulatory AUM of $14.4B; client categories including Individuals (non-HNW), High net worth individuals, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.
PortfolioFuture's firm-level 13F analysis covers $2.7B across 597 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert J Blattel personally.
Reported ETF positions
Prospera Financial Services reports 597 ETF positions worth $2.7B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $97.2M |
| RDVY — First Trust Rising Dividend Achievers ETF | $89.6M |
| SPY — SPDR S&P 500 ETF TRUST | $74.4M |
| CGGR — Capital Group Growth ETF | $66.3M |
| IVV — iShares Core S&P 500 ETF | $62.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Prospera Financial Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $61M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $10.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FNDX — Schwab Fundamental U.S. Large Company ETF | $4.5M | Top 99.5% | Residual alpha +2.49% · Residual Sharpe 0.14 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $3.2M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Prospera Financial Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Commissions
- Performance-Based Fees
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
1258 Jungermann Rd, St. Peters, MO 63376
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 972-581-3000
- Website: prosperafinancial.com
Official record
Are you Robert J Blattel?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.