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
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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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