CRD: 301083
Blueprint Financial Services
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2019
- Office Locations
- 1
Office Locations
About Blueprint Financial Services
Blueprint Financial Services is an Arvada, CO RIA providing goals-based financial planning and ongoing portfolio monitoring and maintenance, including rebalancing and retirement planning. The firm works with retirees and entrepreneurs on investment planning, portfolio construction and asset management, with tax and estate planning and insurance/annuity considerations as needed. Investment use includes ETFs and mutual funds, plus real estate/1031 strategies where appropriate. Custody: Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
VICTOR TROY GUETTLEIN
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2480927
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,494,200 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,494,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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