MK
Michael B. Komara
BLUEPRINT FINANCIAL ADVISORS
Naples, FL 34108
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CRD#: 2345326
MK
Professional summary
Michael Brian Komara, ChFC®, who also goes by Mike Komara, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Naples, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Michael has worked at 9 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Komara
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) Pinnacle Insurance and Financial Services (The Pinnacle Group): 7791 Belfort Parkway, Jacksonville, FL 32256. 800-356-1167 They provide me life insurance quotes, illustrations. Start date: 3/2022. 4 hours per month spent, 3 of which are during trading hours. Title: Independent Insurance Agent 2) The Retirement Plan Company: 5200 Maryland Way, Suite 310, Brentwood, TN 37027. 888-673-5440 or 877-371-4276 They set up 401k, Profit Sharing, Cash Balance retirement plan documents as well as the administration required for these types of plans for my business owner clients. Start date: 1/2022. Hours spent: 5 hours per month, 4 of which are during trading hours. Title: Independent Financial Advisor. 3) Blueprint Insurance Solutions. Insurance Agent. 05/2023. 1250 Revolution Mill Drive, Suite 150, Greensboro, NC 27405.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Brian Komara's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
March 5, 2024 - Present
BLUEPRINT FINANCIAL ADVISORS
Office #1: 999 Vanderbilt Beach Road Suite 200, Naples, FL 34108RIA
CRD#: 315570
Naples, FL
Past
June 30, 2021 - March 7, 2023
SOLAS WEALTH
RIA
CRD#: 313465
NAPLES, FL
Past
September 17, 2018 - July 6, 2021
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
NAPLES, FL
Past
September 10, 2018 - July 6, 2021
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NAPLES, FL
Past
August 3, 2010 - August 21, 2018
MKD WEALTH
RIA
CRD#: 144994
AUBURN HILLS, MI
Past
May 15, 2007 - November 25, 2009
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
AUBURN HILLS, MI
Past
January 19, 2007 - July 29, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
AUBURN HILLS, MI
Past
November 3, 2000 - January 23, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
AUBURN HILLS, MI
Past
November 26, 1999 - January 23, 2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
AUBURN HILLS, MI
Past
June 4, 1993 - November 23, 1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
June 4, 1993 - November 23, 1999
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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".
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
CRD#: 315570 / SEC#: 801-121848
RIA
Registered Investment Advisory firm - (7/23/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/5/2024)
IAR
North Carolina(3/19/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BF
BLUEPRINT FINANCIAL ADVISORS
ACE WEALTH MANAGEMENT PARTNERS | WARREN WEALTH MANAGEMENT | RIBBON FALLS WEALTH MANAGEMENT | REFINED RETIREMENT | NAVIGEN WEALTH MANAGEMENT | MILLER WEALTH PARTNERS | MIDTOWN FINANCIAL ADVISORS | KOMARA CAPITAL PARTNERS | HEMLOCK CREEK WEALTH MANAGEMENT | GREENBEAT FINANCIAL, LLC | GREENBEAT FINANCIAL | FULCRUM WEALTH ADVISORS | BLUEPRINT FINANCIAL ADVISORS LLC | BLUEPRINT FINANCIAL ADVISORS | BLUEGRASS INVESTMENT COMPANY | BLUEGRASS CAPITAL ADVISORS
CRD#: 315570 / SEC#: 801-121848
RIA
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Contact information
Main Address
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204
Mailing Address
Phone number
(844) 200-2568
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,298 |
| AUM (Assets Under Management) | $ 201,503,941 |
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.
