Ashley Madden
STRATEGIC BLUEPRINT
Greensboro, NC 27410
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CRD#: 4724153
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.
-1- GenCrest Capital INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, SUITE 200, GREENSBORO, NC 27455. DBA FOR FINANCIAL SERVICES, TAX SERVICES. START DATE: 11/31/2024 DIRECTOR OF FINANCIAL PLANNING. DEVOTE 160 HRS A MONTH TO ACCOUNTING AND 160 HRS. A MONTH DURING TRADING HRS. OVERSEE TAX SERVICES, MEETING WITH ADVISORY CLIENTS AND ASSISTING WITH OFFICE SERVICES. -2- Name: Greensboro Society of Financial Service Professionals Position: Director Nature: A local chapter of Financial Services Professionals designed to provide financial professionals with continuing education and networking opportunities Investment Related: No Hours: 2/ Securities Trading Hours: 1Start Date: 07/01/2022 Address: 2609 Glasshouse Rd, Ste 107, Jamestown NC 27282, United States Description: Serving a three year term as a Director/Board Member starting July 2022 -3- WOMENS PROFESSIONAL FORUM. NOT INVESTMENT RELATED. PO BOX 38594, GREENSBORO, NC 27438. MEMBERSHIP ORGANIZATION - KEY GOALS ARE TO PROVIDE SUPPORT TO PROFESSIONAL WOMEN, TO EXCHANGE INFORMATION AND IDEAS AND SHARE EXPERIENCES WITH ONE ANOTHER, TO ENCOURAGE WOMEN TO ATTAIN HIGH CAREER GOALS, AND TO ENHANCE CAREERS THROUGH A NETWORK OF PROFESSIONAL CONTACTS. BOARD OF DIRECTORS. START DATE: 01/2015. 10 HOURS/MONTH, 0 DURING TRADING. SERVING ON THE BOARD OF DIRECTORS. -4- Name: Insurance Sales Position: Independent Contractor Nature: Insurance sales - Life insurance, disability insurance, annuities, long-term care insurance Investment Related: Yes Hours: 1/ Securities Trading Hours: 1 Start Date: 01/01/2023 Address: 603 Dolley Madison Road, Suite 200, Greensboro NC 27410, United States Description: May sell insurance products as part of my financial planning practice. -5- Name: Business Owner Exit Planning Position: Independent Contractor Nature: Offering business owner exit planning strategy services paid by consultation fee, either hourly, by engagement or monthly retainer Investment Related: No Hours: 5Securities Trading Hours: 5Start Date: 07/19/2023 Address: 603 Dolley Madison Road, Suite 200, GREENSBORO NC 27410-4282, United States Description: Services will be offered through Strategic Blueprint as hourly, engagement or monthly retainer to advise business owners on their exit plan (selling a business) in the time period leading up to sale. -6- Divorce Expert Work NOT INVESTMENT RELATED. 603 DOLLEY MADISON ROAD, SUITE 200, GREENSBORO, NC 27455. HOURLY or ENGAGEMENT DIVORCE WORK, EXPERT COURT TESTIMONY OR MEDIATION PARTICIPATION, USING CPA CREDENTIALS INDEPENDENT CONTRACTOR. START DATE: 11/2021. 5 HOUR PER MONTH,5 DURING TRADING. UPON REQUEST, PROVIDE EXPERT TESTIMONY RELATED TO ADVANCED TAX MATTERS.
CRS (Client Relationship Summary) - RIA
Click below to view Ashley Madden'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: 2008
Experience
Current
December 6, 2018 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 603 Dolley Madison Ave Suite 200, Greensboro, NC 27410RIA
CRD#: 284840
Greensboro, NC
Current
October 8, 2020 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 603 Dolley Madison Road Ste 200, Greensboro, NC 27410RIA
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
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 7/18/2025
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 22TO
Date: 10/8/2020
Direct Participation Programs Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (10/28/2016 Approved)Upgrade to AdvisorCheck Premium
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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#: 284840Greensboro, NC 27410TRUST BUT VERIFY
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