Andrew Blankenship, CRPS, CEBS

Partner, Retirement Plan Advisor

(659) 238-0010 ext. 102

Andrew Blankenship serves as Partner and Co-Founder of Advo(k)ate Advisors, LLC (a registered office of Osaic Wealth, Inc.). His primary roles are to provide comprehensive consulting services to clients, oversee client service priorities and processes, ensure client satisfaction and retention and manage the operations of the practice. Andrew has serviced company sponsored retirement plans since January of 2008.

Andrew obtained his Bachelor of Science Degree in Business Administration (Finance) from Auburn University in 2005. He completed his MBA from Auburn University in 2007, and shortly thereafter began working as a registered representative for Osaic Wealth, Inc.

His primary function early in his career was to provide education and support to plan participants, and also to manage client relationships. In 2011, Andrew’s role transitioned into becoming one of the lead consultants for the team, providing comprehensive fiduciary consulting services to his plan sponsor clients.

Andrew has obtained the Chartered Retirement Plans Specialist designation from the College for Financial Planning, and also holds the Certified Employee Benefit Specialist designation from the Wharton School of the University of Pennsylvania. Andrew holds securities registrations 7, 65, 63 and 24.

Andrew was nominated for the National Association of Plan Advisors “Aces” list for Top Retirement Plan Advisors under 40 in 2023. He has also been a member of various retirement plan advisory boards over the years and is currently an active member of Retirement Plan Advisory Group’s Advisory Council.

Education

Bachelor of Science Degree in Business Administration, 2005
Auburn University

MBA, 2007
Auburn University

Do you need help?

Contact Andrew at Advo(k)ate Advisors or submit a business inquiry in the form.

Disclosures

Renn Williams, Andrew Blankenship, and Charles Anderson are Registered Representatives offering securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor.

Advo(k)ate Advisors is not affiliated with Osaic Wealth, Inc. or registered as a broker-dealer or registered investment advisor.

Candidates for the Aces List were nominated and voted on by industry associates, as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments. The rating is not indicative of the investment adviser’s future performance; and the investment adviser representative was not paid a fee to participate in the survey.

The Financial Times Top 401 Retirement Advisors list recognizes the top financial advisors who specialize in serving defined contribution (DC) retirement plans. The list was developed in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on asset management, and Broadridge Financial Solutions, Inc. a leading provider of data solutions and market intelligence. Ignites Research created the methodology and ranked the advisors. Broadridge provided unique data from its proprietary databases that helped identify advisors who specialize in serving DC plans, including 401(k) plans and other DC accounts. To qualify for the list, advisors had to have 20% or more of their total client assets in DC plans. Qualified advisors were then graded based on seven broad factors: DC assets under management, growth in DC plans and assets, degree of specialization in the DC business, experience, participation rate in DC plans advised, industry certifications, and compliance record. The NAPA Young Guns Top Plan Advisors Under 50 candidates were nominated and voted on by industry associates as well as evaluated by a NAPA panel of judges based on information about their practice, experience and accomplishments. The rating is not indicative of the investment adviser’s future performance; and the investment adviser representative was not paid a fee to participate in the survey.