Victor T. Guettlein

BLUEPRINT FINANCIAL SERVICES

Arvada, CO 80004

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CRD#: 2480927

Professional summary

Victor Troy Guettlein, CFP® is a registered financial advisor currently at BLUEPRINT FINANCIAL SERVICES located in Arvada, Colorado.

Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Victor has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

VICTOR T. GUETTLEIN, SOLE PROPRIETOR; INVESTMENT-RELATED BUSINESS; 6355 WARD ROAD, SUITE 306, ARVADA, COLORADO, 80004; INSURANCE SALES; SOLE PROPRIETOR AND INSURANCE AGENT; J10/1993 START DATE; 1 HOUR/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS DEVOTED; INSURANCE SALES DUTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Troy Guettlein'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

May 17, 2019 - Present

BLUEPRINT FINANCIAL SERVICES

Office #1: 6355 Ward Road, Suite 306, Arvada, CO 80004

RIA

CRD#: 301083

Arvada, CO

Past

August 1, 2017 - September 27, 2019

WEALTHSOURCE®

RIA

CRD#: 282202

ARVADA, CO

Past

June 5, 2000 - December 31, 2017

BLUEPRINT FINANCIAL SERVICES, INC.

RIA

CRD#: 113699

ARVADA, CO

Past

July 12, 1994 - December 31, 1996

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

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

Colorado
(5/17/2019)

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

IAR

Series 65

Date: 4/13/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 7/11/1994

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUEPRINT FINANCIAL SERVICES

BLUEPRINT FINANCIAL SERVICES | BLUEPRINT FINANCIAL SERVICES, INC.

CRD#: 301083 / SEC#:

Colorado

Registered Investment Advisory firm - (5/17/2019 Approved)

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Contact information

Main Address

6355 Ward Road, Suite 306, Arvada, CO 80004

Mailing Address

Phone number

(303) 422-7351

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	162
AUM (Assets Under Management)	$ 27,536,141

Red Flags

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

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Victor T. Guettlein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Victor Troy Guettlein's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT FINANCIAL SERVICES

WEALTHSOURCE®

BLUEPRINT FINANCIAL SERVICES, INC.

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2000

Series 63

Date: 7/11/1994

Series 6

Date: 7/11/1994

Current Firm

BLUEPRINT FINANCIAL SERVICES

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT FINANCIAL SERVICES

TRUST BUT VERIFY

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