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Financial ADVSR advisor directory · SEC adviser records

Blueprint Financial Advisors financial advisors

Every SEC-registered investment adviser representative at Blueprint Financial Advisors, by the state and city of the office they work from.

36 registered advisors work at Blueprint Financial Advisors, in 9 states and 15 cities; the most are in Charlotte, NC (16). 8 list the CFP designation and 15 are also registered broker representatives.

Search every Blueprint Financial Advisors advisor by name →Who joined and left Blueprint Financial Advisors →Blueprint Financial Advisors: assets, clients and custodians →

Cities with the most Blueprint Financial Advisors advisors

Charlotte, NC 16Greensboro, NC 4Alpine, UT 2Lexington, KY 2Weare, NH 2Colfax, NC 1Denver, CO 1Green Bay, WI 1Greenwood Village, CO 1Greesboro, NC 1Hendersonville, NC 1Naples, FL 1South Holland, IL 1Tampa, FL 1West Hartford, CT 1

Blueprint Financial Advisors advisors by state

Blueprint Financial Advisors in North Carolina 23

Charlotte 16Greensboro 4Colfax 1Greesboro 1Hendersonville 1

Blueprint Financial Advisors in Colorado 2

Denver 1Greenwood Village 1

Blueprint Financial Advisors in Florida 2

Naples 1Tampa 1

Blueprint Financial Advisors in Kentucky 2

Lexington 2

Blueprint Financial Advisors in New Hampshire 2

Weare 2

Blueprint Financial Advisors in Utah 2

Alpine 2

Blueprint Financial Advisors in Connecticut 1

West Hartford 1

Blueprint Financial Advisors in Illinois 1

South Holland 1

Blueprint Financial Advisors in Wisconsin 1

Green Bay 1

Questions

How many financial advisors does Blueprint Financial Advisors have?

36 investment adviser representatives are registered with Blueprint Financial Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 15 cities. 8 list the CFP designation and 15 are also registered as broker representatives.

Where does Blueprint Financial Advisors have the most advisors?

Charlotte, NC, with 16 registered advisors, then Greensboro, NC (4). By state, North Carolina has the most, with 23.

How do I find a Blueprint Financial Advisors financial advisor near me?

Pick your state below, then your city, to see every Blueprint Financial Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Blueprint Financial Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →