Michael T. Wilson

BLUEPRINT RETIREMENT ADVISORS LLC

Moraga, CA

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CRD#: 3052735

Professional summary

Michael Timothy Wilson is a registered financial advisor currently at BLUEPRINT RETIREMENT ADVISORS LLC located in Moraga, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 2 firms and has passed the 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Timothy Wilson'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®

None

Experience

Current

July 19, 2019 - Present

BLUEPRINT RETIREMENT ADVISORS LLC

RIA

CRD#: 304611

Moraga, CA

Past

August 28, 1998 - October 3, 2007

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

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

California
(1/5/2021)

IAR

Texas
(7/19/2019)

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

Series 63

Date: 8/28/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 8/27/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUEPRINT RETIREMENT ADVISORS LLC

CRD#: 304611 / SEC#:

California

Registered Investment Advisory firm - (1/1/2021 Approved)

Texas

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

1213 N Link St #1771, Palestine, TX 75803

Mailing Address

Phone number

(682) 324-2583

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 4,999,361

Red Flags

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

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Michael T. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Timothy Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT RETIREMENT ADVISORS LLC

STATE FARM VP MANAGEMENT CORP.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/28/2000

Series 6

Date: 8/27/1998

Current Firm

BLUEPRINT RETIREMENT ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT RETIREMENT ADVISORS LLC

TRUST BUT VERIFY

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