Ann Bollinger (CRD# 7063009) is an Investment Advisor Representative working at Blueprint Partners LLC in Traverse City, MI and has over 5 years of experience in the finance industry.
CRD# 5992425
Stonepath Wealth Management
CRD# 2645924
Saxony Capital Management, LLC
CRD# 6276104
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Blueprint Partners, LLC | Traverse City, MI | Apr 2021 - Current | 3 |
Lincoln Financial Advisors | Traverse City, MI | Jan 2021 - Apr 2021 | < 1 |
Cetera Investment Advisers LLC | Traverse City, MI | Jun 2019 - Jan 2021 | 1 |
Cetera Investment Services LLC | St Cloud, MN | Feb 2019 - Jan 2021 | 1 |
Independent Bank | Traverse City, MI | Jan 2019 - Jan 2021 | 2 |
Boann, LLC | Traverse City, MI | Jul 2018 - Dec 2018 | < 1 |
Independent Bank | Traverse City, MI | Apr 2018 - Jul 2018 | < 1 |
Traverse City State Bank | Traverse City, MI | Mar 2009 - Apr 2018 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- MI
-
Total Assets Under Management195MILLIONS
-
Total Number of Accounts308ACCOUNTS
-
Average Account Value$633,558
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MI, OH
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