LPL Financial
37yrs
Top advisor by experience in North Charleston
16yrs
Thomas Blottenberger
Full name on record: Thomas E Blottenberger
Financial advisor at First Financial Coaching
Thomas Blottenberger is a fiduciary financial advisor in North Charleston, South Carolina, with 16 years in the industry. After seven years at Paradigm Shift Financial and seven years at Park Avenue Securities, Thomas joined First Financial Coaching in 2025, a firm offering selecting outside investment managers and educational workshops. Thomas’s designations include CFP® and ChFC.
One of 67 advisors with offices in North Charleston, and one of 64 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?Top 24% by experience in North Charleston
OfficeNorth Charleston, SC
How the firm is paid ?Flat fee, Other
Typical client at the firm ?$438,316
Advisors at the firm14
States licensed ?1 state
Services through First Financial Coaching
Choosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- May 2025 – nowFirst Financial Coaching, Inc.Current firm
- 2018 – 2025Paradigm Shift Financial, LLCPreviously
- 2010 – 2018Park Avenue Securities LLCPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call First Financial Coaching at (586) 463-1880 and ask for Thomas Blottenberger. Thomas works from the North Charleston, SC office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2010, about 16 years. Top 24% by experience in North Charleston.
What licenses does Thomas hold?
Series 66. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
First Financial Coaching reports being paid by flat or fixed fees, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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