Blueprint Financial Advisors, LLC
Blueprint Financial Advisors, LLC (CRD# 171331) is a financial advisory firm headquartered in Portland, OR. They manage $17,283,156 in 50 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Blueprint Financial Advisors, LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts50ACCOUNTS
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Average Account Value$345,663
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR, WA
Financial Advisors at Blueprint Financial Advisors, LLC
1
Ted Guerin (CRD# 4752480) is an Investment Advisor Representative working at Blueprint Financial Advisors, LLC in Portland, OR and has over 20 years of experience in the finance industry.
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