Jesse J. Eiynck

BLUPRINT FINANCIAL

Red Wing, MN

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CRD#: 4050199

Professional summary

Jesse Joseph Eiynck, CFP® is a registered financial advisor currently at BLUPRINT FINANCIAL, LLC located in Red Wing, Minnesota.

Jesse is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jesse has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 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.

CROSS CHECK FACILITIES, LP, 326 BROADWAY AVE S, WAYZATA, MN, SINCE 12/2008 AS LIMITED PARTNER IN TECHNOLOGY COMPANY. NIR - DEVOTES 10 HR/YR - 0/TRADING. INSURANCE SALES, SOLE PROPRIETOR, 511 E 7TH ST RED WING, MN 55066, SINCE 07/2013. 10% OF TIME SPENT IN THIS CAPACITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Joseph Eiynck'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: 2012

Experience

Current

February 26, 2018 - Present

BLUPRINT FINANCIAL, LLC

RIA

CRD#: 291172

Red Wing, MN

Past

May 28, 2015 - March 15, 2018

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

RED WING, MN

Past

May 28, 2015 - March 15, 2018

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

RED WING, MN

Past

January 29, 2004 - May 28, 2015

FINANCIAL WEST GROUP

CRD#: 16668

RED WING, MN

Past

November 1, 1999 - January 21, 2003

TCF INVESTMENTS, INC.

CRD#: 34954

MINNEAPOLIS, MN

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

Minnesota
(2/26/2018)

IAR

Wisconsin
(10/23/2018)

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 66

Date: 4/6/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/15/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/29/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUPRINT FINANCIAL, LLC

CRD#: 291172 / SEC#:

California

Registered Investment Advisory firm - (1/6/2022 Terminated)

Minnesota

Registered Investment Advisory firm - (2/20/2018 Approved)

Oregon

Registered Investment Advisory firm - (12/12/2022 Terminated)

Texas

Registered Investment Advisory firm - (1/30/2024 Terminated)

Wisconsin

Registered Investment Advisory firm - (10/23/2018 Approved)

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).

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Contact information

Main Address

Red Wing, MN

Mailing Address

419 Bush Street, Red Wing, MN 55066

Phone number

(651) 796-3221

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	280
AUM (Assets Under Management)	$ 39,052,856

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

Jesse J. Eiynck

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jesse Joseph Eiynck's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

FINANCIAL WEST GROUP

TCF INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/6/2004

Series 63

Date: 10/30/1999

SIE

Date: 3/15/2018

Series 7

Date: 5/14/2001

Series 6

Date: 10/29/1999

Current Firm

BLUPRINT FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUPRINT FINANCIAL, LLC

TRUST BUT VERIFY

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