Blueprint Partners LLC

Blueprint Partners LLC (CRD# 312902) is a financial advisory firm headquartered in Traverse City, MI. They manage $195,136,000 in 308 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10238 E Cherry Bend Rd, Traverse City, MI 49684
https://www.blueprint.family
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $633,558
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, OH

Financial Advisors at Blueprint Partners LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan Gruber, financial advisor Traverse City MI
Jonathan E. Gruber
CRD#: 5180781
10238 E Cherry Bend Rd, Traverse City, MI 49684

Jonathan Gruber (CRD# 5180781) is an Investment Advisor Representative working at Blueprint Partners LLC in Traverse City, MI and has over 17 years of experience in the finance industry.

2
Stacy Hendrickson, financial advisor Traverse City MI
Stacy L. Hendrickson
CRD#: 5530293
10238 E Cherry Bend Rd, Traverse City, MI 49684

Stacy Hendrickson (CRD# 5530293) is an Investment Advisor Representative working at Blueprint Partners LLC in Traverse City, MI and has over 10 years of experience in the finance industry.

3
Christopher Millward, financial advisor Traverse City MI
Christopher D. Millward
CRD#: 4683673
10238 E Cherry Bend Rd, Traverse City, MI 49684

Christopher Millward (CRD# 4683673) is an Investment Advisor Representative working at Blueprint Partners LLC in Traverse City, MI and has over 14 years of experience in the finance industry.

4
Ann Bollinger, financial advisor Traverse City MI
Ann M. Bollinger
CRD#: 7063009
10238 E Cherry Bend Rd, Traverse City, MI 49684

Ann Bollinger (CRD# 7063009) is an Investment Advisor Representative working at Blueprint Partners LLC in Traverse City, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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