Blueprint Financial Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

315570

SEC number

801-121848

Firm type

RIA

Assets under management

$966.6M as of Apr 30, 2026

Website

buildyourblueprint.com ↗

Phone

844-200-2568

Address

1100 Kenilworth Ave, Charlotte, NC, 28204

Advisors at this firm

34 in our index · page 1 of 1

• Michael L AllisonCRD 5200617 · Savannah, GA
  IA RegisteredRegistration inactive
• Hunter Mirek BoydCRD 7010485 · Lexington, KY
  IA RegisteredBroker
• Noel Zerna CajigasCRD 2683770 · Greenwood Village, CO
  IA Registered
• Larry Wayne DeyoungCRD 828046 · South Holland, IL
  IA RegisteredRegistration inactive
• Nicholas Andrew DavisCRD 6150024 · Weare, NH
  IA RegisteredRegistration inactive
• Sarah Lee DavisCRD 7050596 · Weare, NH
  IA RegisteredBroker
• Luis Miguel DieguezCRD 6132078 · Charlotte, NC
  IA RegisteredBroker
• Robert Mallory FreemanCRD 2788977 · Richmond, VA
  IA Registered
• Patrick Jay GalvinCRD 6809003 · Charlotte, NC
  IA RegisteredBroker
• Dwain Michael GullionCRD 5974473 · Greensboro, NC
  IA Registered
• Jonathan Hammond GardnerCRD 7036136 · Tucson, AZ
  IA Registered
• Lori Hooper HaddockCRD 2497443 · Greensboro, NC
  IA RegisteredBroker
• Graham Andrew JonesCRD 6768445 · Greensboro, NC
  IA RegisteredBroker
• Christopher B. KemperCRD 4554109 · Mint Hill, NC
  IA RegisteredBroker
• Michael Brian KomaraCRD 2345326 · Naples, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Marvin Brent MorseCRD 2413098 · Richmond, VA
  IA Registered
  Disclosure event(s) on record
• Steven John MrozekCRD 2663414 · New Castle, PA
  IA RegisteredBroker
• Melissa L MillerCRD 5681173 · Mint Hill, NC
  IA RegisteredRegistration inactive
• Bradley Gene NagelCRD 2586673 · Green Bay, WI
  IA Registered
  Disclosure event(s) on record
• Jacob B NagelCRD 8253566 · Green Bay, WI
  IA Registered
• Shepard Clay OttawayCRD 7231892 · Greesboro, NC
  IA RegisteredBroker
• John Charles PanterCRD 2857712 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeffrey Marlin PhillipsCRD 1492362 · Greensboro, NC
  IA RegisteredBroker
• David L RogersCRD 4972305 · Tampa, FL
  IA RegisteredRegistration inactive
• Adam Patrick SchererCRD 4808038 · West Hartford, CT
  IA Registered
• William Bradley SmithCRD 2853427 · Greensboro, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Ronald Todd SperryCRD 2780335 · Alpine, UT
  IA RegisteredRegistration inactive
• Andrea Louise SwopeCRD 5404168 · Charlotte, NC
  IA RegisteredBroker
• Brian John VerseyCRD 3140847 · Green Bay, WI
  IA Registered
• Christopher Allan WattsCRD 4935714 · Lexington, KY
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Van Dyke WestoverCRD 6289046 · Greensboro, NC
  IA RegisteredBroker
• Bryan Carson WoodellCRD 2974597 · Charlotte, NC
  IA RegisteredBroker
  Disclosure event(s) on record
• Eric J WarrenCRD 7213119 · Hendersonville, NC
  IA Registered
• Leah Grace WilliamsCRD 6675334 · Charlotte, NC
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.