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Ashley Madden

Ashley Madden

STRATEGIC BLUEPRINT
Greensboro, NC 27410
Some features on this profile are disabled
CRD#: 4724153
Ashley Madden

Professional summary

Ashley Madden, CFP®, who also goes by Ashley Madden Cheney, Ashley L Madden, Ashley Lynn Madden, Ashley M. Wigglesworth, Ashley Madden Wigglesworth, Ashley Wigglesworth, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Greensboro, North Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Greensboro, North Carolina.

Ashley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Ashley has worked at 7 firms and has passed the Series 63, Series 65, Series 6TO, Series 22TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ashley Madden Cheney | Ashley L Madden | Ashley Lynn Madden | Ashley M. Wigglesworth | Ashley Madden Wigglesworth | Ashley Wigglesworth

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 Ashley Madden's CRS (Customer Relationship Summary).
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: 2008

Experience

Current

December 6, 2018 - Present

STRATEGIC BLUEPRINT, LLC

Office #1: 603 Dolley Madison Ave Suite 200, Greensboro, NC 27410
RIA
CRD#: 284840
Greensboro, NC
Current

October 8, 2020 - Present

THE STRATEGIC FINANCIAL ALLIANCE, INC.

Office #1: 603 Dolley Madison Road Ste 200, Greensboro, NC 27410
RIA
BD
CRD#: 126514
Greensboro, NC
Past

September 5, 2014 - October 12, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
GREENSBORO, NC
Past

August 29, 2014 - October 12, 2016

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
GREENSBORO, NC
Past

July 23, 2008 - October 19, 2012

TRIAD FINANCIAL ADVISORS, INC.

RIA
CRD#: 118583
GREENSBORO, NC
Past

November 1, 2005 - October 23, 2012

OSAIC WEALTH, INC.

BD
CRD#: 23131
GREENSBORO, NC
Past

March 10, 2005 - October 14, 2005

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

November 11, 2003 - December 17, 2004

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

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

IAR
North Carolina
(12/6/2018)
RR
North Carolina
(2/8/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 2/5/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/22/2005
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 7/18/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22TO
Date: 10/8/2020
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/12/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/11/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/10/2003
Investment Company Products/Variable Contracts Representative Examination
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
Registered Investment Advisory firm - (10/28/2016 Approved)
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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 (39 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (5/21/2025)
FAMILY OFFICES SERVICES (3/28/2025)
STRATEGIC BLUEPRINT ADVISOR DIRECTED ACCOUNT PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts9,067
AUM (Assets Under Management)$ 2,671,662,109

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.

Company Information

STRATEGIC BLUEPRINT, LLC

CRD#: 284840Greensboro, NC 27410

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