Blueprint Wealth Management

Blueprint Wealth Management (CRD# 169997) is a financial advisory firm headquartered in The Villages, FL. They manage $108,901,665 in 1,644 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
3602 Kiessel Road, The Villages, FL 32163
By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    1,644
    ACCOUNTS
  • Average Account Value
    $66,242
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, IL, LA, MI, NE, NH, NY, PA, TX

Financial Advisors at Blueprint Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen Laseter, financial advisor The Villages FL
Kathleen A. Laseter
CRD#: 6278035
3602 Kiessel Road, The Villages, FL 32163

Kathleen Laseter (CRD# 6278035) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has 1 year of experience in the finance industry.

2
Kelly Sandro, financial advisor The Villages FL
Kelly E. Sandro
CRD#: 4977053
3602 Kiessel Road, The Villages, FL 32163

Kelly Sandro (CRD# 4977053) is an Investment Advisor Representative working at Blueprint Wealth Management in The Villages, FL and has over 18 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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