Strategic Blueprint, LLC

Strategic Blueprint, LLC (CRD# 284840) is a financial advisory firm headquartered in Atlanta, GA. They manage $2,172,777,143 in 8,013 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,173
    MILLION
  • Total Number of Accounts
    8,013
    ACCOUNTS
  • Average Account Value
    $271,157
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, TN, TX, UT, VA, WA, WV

Financial Advisors at Strategic Blueprint, LLC
Showing 21 - 30 of 35 top financial advisors.
21
David C. Whitmore
CRD#: 4644356
Atlanta, GA

David Whitmore (CRD# 4644356) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Atlanta, GA and has over 20 years of experience in the finance industry.

22
Roger E. Woodruff
CRD#: 847606
Salem, SC

Roger Woodruff (CRD# 847606) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Salem, SC and has over 37 years of experience in the finance industry.

23
Caroline Ainsworth
CRD#: 7405851
180 Meeting St, Suite 340, Charleston, SC 29401

Caroline Ainsworth (CRD# 7405851) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Charleston, SC and has over 2 years of experience in the finance industry.

24
Mason C. Bachelor
CRD#: 7467203
3651 Mars Hill Road, Ste 3100b, Watkinsville, GA 30677

Mason Bachelor (CRD# 7467203) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Watkinsville, GA and has 1 year of experience in the finance industry.

25
Timothy M. Conrad
CRD#: 6432204
2301 Stonehenge Drive, Ste. 210, Raleigh, NC 27615

Timothy Conrad (CRD# 6432204) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.

26
Jonathan M. Denton
CRD#: 6399096
2301 Stonehenge Drive, Suite 210, Raleigh, NC 27615

Jonathan Denton (CRD# 6399096) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Raleigh, NC and has over 3 years of experience in the finance industry.

27
Ryan B. Droeg
CRD#: 4794294
2200 East Williams Road, Suite 200, Gilbert, AZ 85295

Ryan Droeg (CRD# 4794294) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Gilbert, AZ and has over 18 years of experience in the finance industry.

28
Michael D. Ferrell
CRD#: 7339803
3930 East Jones Bridge Road, Suite 175, Peachtree Corners, GA 30092

Michael Ferrell (CRD# 7339803) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Peachtree Corners, GA and has over 3 years of experience in the finance industry.

29
Cole E. Hickman
CRD#: 6967847
603 Dolly Madison Rd, Suite 200, Greensboro, NC 27410

Cole Hickman (CRD# 6967847) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Greensboro, NC and has over 3 years of experience in the finance industry.

30
Justin Kizer
CRD#: 7653022
180 Meeting Street, Suite 340, Charleston, SC 29401

Justin Kizer (CRD# 7653022) is an Investment Advisor Representative working at Strategic Blueprint, LLC in Charleston, SC and has 1 year of experience in the finance industry.

PREV ... 1 2 3 4 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.