BV
Brian J. Versey
BLUEPRINT FINANCIAL ADVISORS
Green Bay, WI 54301
Some features on this profile are disabled
CRD#: 3140847
BV
Professional summary
Brian John Versey is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Green Bay, Wisconsin.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Brian has worked at 6 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.
Name of other business: Vital Safety Systems, LLC Is business Investment related: No Address of other business: 3434 Mill Road #2, Sheboygan, WI 53083 Nature of other business: Video and Secuity Cameras, Controlled Access Entry, Surveillance Position: Co-Owner Title and relationship with other business: Owner, Investor Start date of relationship: July 2020 Approx. # of hours /month devote to other business: 5 Number of hours devoted to other business during securities trading hours: 1 Briefly describe duties: Mainly the prime Investor, assist with referrals and books as well Name of other business: JBJN Rentals, LLC Is business Investment related: No Address of other business: 3434 Mill Road #4, Sheboygan, WI 53083 Nature of other business: Storage Unit Rental Facility Your position: Owner Title and relationship with other business: Owner Operator Start date of relationship: May 2017 Approx. # of hours /month devote to other business: 10 Number of hours devoted to other business during securities trading hours: 1 Briefly describe duties: Own and Operate a storage unit facility Blueprint Insurance Services, Investment-related, 1100 Kenilworth Ave., Suite 210, Charlotte, NC 28204, Insurance Agent, since 04/2025, 5 hours per month and during trading hours, sell and service insurance and fixed annuity products.
CRS (Client Relationship Summary) - RIA
Click below to view Brian John Versey'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®
NoneExperience
Current
April 16, 2025 - Present
BLUEPRINT FINANCIAL ADVISORS
Office #1: 2300 Riverside Drive, Green Bay, WI 54301RIA
CRD#: 315570
Green Bay, WI
Past
March 13, 2012 - May 20, 2025
NAVIGEN WEALTH MANAGEMENT
RIA
CRD#: 145458
Sheboygan Falls, WI
Past
July 28, 2008 - March 8, 2012
MAIN STREET INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 147265
SHEBOYGAN, WI
Past
May 24, 1999 - June 29, 2000
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
May 24, 1999 - June 29, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Past
October 23, 1998 - March 16, 1999
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
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
Wisconsin(4/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Registered Investment Advisory firm - (7/23/2021 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
