Archie A. Blood

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CRD#: 1861277

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Archie Abel Blood JR, CFP®, who also goes by Bud Blood, was a registered financial professional .

Archie is a previously registered financial professional and started their career in finance in 1988. Archie had worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Bud Blood

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)INDEPENDENT INSURANCE AGENT, 192 W 33RD ST, HOLLAND, MI, 1/1989 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 10/MO - 10/TRADING. 2)WESTSHORE TAX AND ACCOUNTING SERVICES LLC, 192 W 33RD ST, HOLLAND, MI, 9/2015 AS OWNER OF TAX PREP, ACCOUNTING LLC. NIR - 5 HR/WK - 0/TRADING. 2) Owner; Westshore Tax and Accounting Services, LLC; Is the business investment related: No; Location of the business: 192 W. 33rd St. Holland MI 49423 USA; Description of the business: Westshore is a tax preparation and filing business. ; Responsibilities Duties: Mr. Blood is an owner of Westshore Tax and Accounting Services. He is not actively involved in managing the business or involved in day to day operations at all. ; Start date with business: 2022-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0;

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1994

Experience

Past

October 29, 2021 - May 9, 2025

FIDUCIARY FINANCIAL ADVISORS

RIA

CRD#: 172103

Holland, MI

Past

June 1, 2011 - November 4, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

HOLLAND, MI

Past

June 1, 2011 - November 4, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

HOLLAND, MI

Past

January 6, 2011 - June 1, 2011

CREATIVE FINANCIAL DESIGNS, INC.

RIA

CRD#: 109032

HOLLAND, MI

Past

November 19, 2004 - June 1, 2011

CFD INVESTMENTS, INC.

CRD#: 25427

HOLLAND, MI

Past

March 31, 1989 - November 16, 2004

MUTUAL SERVICE CORPORATION

CRD#: 4806

BOSTON, MA

Past

September 23, 1988 - March 31, 1989

LOWRY FINANCIAL SERVICES CORPORATION

CRD#: 7291

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/12/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/1993

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 1/30/1989

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 9/12/1988

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

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Contact information

Main Address

124 Fulton St. East Suite 200, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 622-3062

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	2,035
AUM (Assets Under Management)	$ 1,165,890,928

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
10/16/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Archie A. Blood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CREATIVE FINANCIAL DESIGNS, INC.

CFD INVESTMENTS, INC.

MUTUAL SERVICE CORPORATION

LOWRY FINANCIAL SERVICES CORPORATION

Primary Firm SEC Registration

FIDUCIARY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 9/12/1988

SIE

Date: 10/1/2018

Series 7

Date: 6/22/1993

Series 22

Date: 1/30/1989

Series 6

Date: 9/12/1988

Current Firm

FIDUCIARY FINANCIAL ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY FINANCIAL ADVISORS

TRUST BUT VERIFY

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