$41.8M Total AUM
$41.8M Disc. AUM
-- 3Y CAGR
1 Employees
138 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-20-2018
- Office Locations
- 1
Office Locations
-- RED Wing MN
About Bluprint Financial, LLC
Bluprint Financial is a CFP-led advisory firm in Red Wing, MN helping individuals and families align money with personal values through a guided planning process. Services include retirement planning, family protection/insurance, college savings (529) and legacy/estate strategies, alongside ongoing portfolio management using ETFs and mutual funds. Custodied at Charles Schwab.
Team overview
46 AVG AGE
$41.8M AVG AUM / ADVISOR
$303.2K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
JESSE JOSEPH EIYNCK
CERTIFIED FINANCIAL PLANNER, Chief Compliance Officer, Founder, Managing Member
- CRD
- #4050199
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,837,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,837,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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