Brandon W. Haines
STRATEGIC BLUEPRINT
Wilmington, NC 28403
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CRD#: 4450921
Professional summary
Brandon Wyatt Haines, AIF®, CFP® is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Wilmington, North Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Wilmington , North Carolina.
Brandon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Brandon has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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.
1.)Haines Financial, LLC DBA The Wealth Plan Company INVESTMENT RELATED: Yes ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: Haines Financial, LLC manages staff, resources, expenses, and support for the business. This includes space and support for other advisors in the office associated with Strategic Blueprint and/or SFA. The Wealth Plan Company is the client facing marketing name, which is used to market financial services offered through Strategic Blueprint and SFA. POSITION: Manager START DATE: 10/17/2007 NUMBER OF HOURS: approximately 160 hours/month, during securities trading hours. DUTIES: General business management. Financial and retirement planning services. 2.)Fixed Insurance/General INVESTMENT RELATED: Yes ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: Fixed insurance solutions. POSITION: Insurance Agent START DATE: 12/01/2014 NUMBER OF HOURS: approximately 10 hours/month, during securities trading hours. DUTIES: Finding insurance solutions for client's fixed insurance needs. 3.)Haines Financial, LLC 401K INVESTMENT RELATED: Yes ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: 401k plan for Haines Financial, LLC employees. POSITION: Trustee START DATE: 03/08/2012 NUMBER OF HOURS: approximately 1 hour/month, during securities trading hours. DUTIES: Oversee the administration of the 401k for the employees of Haines Financial, LLC. 4.)398 Carl, LLC INVESTMENT RELATED: No ADDRESS: 398 Carl Street Wilmington, NC 28403 NATURE OF THE BUSINESS: LLC owns the office space that The Wealth Plan Company and Advice Point utilize. POSITION: real estate owner; member/manager START DATE: 08/01/2015 NUMBER OF HOURS: less than 1 hour/month; minimal hours during securities trading hours. DUTIES: Maintain office and cash flow for LLC. 5.)Iredell C, Wyatt, Jr Trust INVESTMENT RELATED: Yes ADDRESS: 730 Zekes Run Wilmington, NC 28411 NATURE OF THE BUSINESS: Trust POSITION: Trustee START DATE: 01/02/2023 NUMBER OF HOURS: approximately 4 hours per month, 1 hour during securities trading hours. DUTIES: Manages the trust assets for the benefit of the Gracie Jarman and IC Wyatt, III. Control the accounts and assets of the trust.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Wyatt Haines'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®
Start date: 2009
Experience
Current
February 12, 2025 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 398 Carl Street, Unit 101, Wilmington, NC 28403RIA
CRD#: 284840
Wilmington, NC
Current
February 12, 2025 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 398 Carl Street Unit 101, Wilmington , NC 28403RIA
BD
CRD#: 126514
Wilmington , NC
Past
August 23, 2024 - February 12, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
Wilmington, NC
Past
November 17, 2014 - February 12, 2025
OSAIC ADVISORY SERVICES, LLC
RIA
CRD#: 171070
Wilmington, NC
Past
November 17, 2014 - August 23, 2024
TRIAD ADVISORS LLC
BD
CRD#: 25803
Wilmington, NC
Past
October 25, 2007 - November 17, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
WILMINGTON, NC
Past
October 25, 2007 - November 17, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
WILMINGTON, NC
Past
October 9, 2006 - October 27, 2007
EDWARD JONES
RIA
CRD#: 250
WILMINGTON, NC
Past
November 6, 2001 - October 27, 2007
EDWARD JONES
BD
CRD#: 250
WILMINGTON, NC
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".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/12/2025)
RR
Arkansas(2/12/2025)
RR
California(2/12/2025)
RR
Florida(2/12/2025)
RR
Georgia(2/12/2025)
RR
Indiana(2/12/2025)
RR
Louisiana(2/12/2025)
RR
Missouri(2/12/2025)
RR
New Jersey(2/12/2025)
IAR
North Carolina(2/12/2025)
RR
North Carolina(2/14/2025)
RR
Pennsylvania(2/12/2025)
RR
South Carolina(2/12/2025)
RR
Tennessee(2/12/2025)
RR
Texas(2/12/2025)
IAR
Texas(2/12/2025)
RR
Virginia(2/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC BLUEPRINT, LLC
CRD#: 284840Wilmington, NC 28403TRUST BUT VERIFY
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