CRD# 4216990
Strategic Blueprint, LLC
CRD# 6080268
Edward Jones
CRD# 2410444
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Geneos Wealth Management Inc. | Ann Arbor, MI | Aug 2017 - Current | 3 |
| Capital Asset Advisory Services, LLC | Haslett, MI | Apr 2016 - Current | 4 |
| Evangelista & Associates | Ann Arbor, MI | Sep 2013 - Current | 7 |
| Wfg Investments, Inc. | Ann Arbor, MI | Apr 2016 - Aug 2017 | 1 |
| Executive Wealth Management | Brighton, MI | Jun 2009 - Apr 2016 | 6 |
| Invest Financial Corporation | Brighton, MI | Feb 2009 - Apr 2016 | 7 |
| Executive Financial Planning | Brighton, MI | Mar 2005 - Apr 2016 | 11 |
| Damon's Grill | Ann Arbor And Port Huron, MI | Mar 2000 - Dec 2009 | 9 |
| Royal Alliance Associates | Brighton, MI | Sep 2005 - Feb 2009 | 3 |
| Executive Wealth Management | Brighton, MI | May 2006 - Jan 2009 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2005 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2010 |
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Total Assets Under Management2,235MILLIONS
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Total Number of Accounts14,879ACCOUNTS
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Average Account Value$150,205
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor.
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