Nickie T. Dally

BLUEPRINT INVESTMENTS AND TAX PLANNING

Elk Grove, CA 95624

CRD#: 4738406

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Professional summary

Nickie Todd Dally, who also goes by Nick Dally, is a registered financial advisor currently at BLUEPRINT INVESTMENTS AND TAX PLANNING located in Elk Grove, California and HANSEN & ASSOCIATES FINANCIAL GROUP INC. located in Elk Grove, California.

Nickie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nickie has worked at 8 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Dally

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 Nickie Todd Dally'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®

None

Experience

Current

September 23, 2019 - Present

BLUEPRINT INVESTMENTS AND TAX PLANNING

Office #1: 9381 E Stockton Blvd., Elk Grove, CA 95624

RIA

CRD#: 291591

Elk Grove, CA

Current

March 10, 2021 - Present

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

Office #1: 9381 E. Stockton Blvd, Elk Grove, CA 95624

RIA

CRD#: 168363

Elk Grove, CA

Past

January 22, 2021 - January 6, 2022

CADGER TAX AND FINANCIAL INC.

RIA

CRD#: 312033

Elk Grove, CA

Past

January 5, 2019 - October 5, 2019

BLUEPRINT WEALTH PARTNERS, LLC

RIA

CRD#: 168921

Elk Grove, CA

Past

May 27, 2014 - January 18, 2019

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

ELK GROVE, CA

Past

June 27, 2013 - September 16, 2014

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

SANTA CLARITA, CA

Past

April 19, 2010 - April 18, 2012

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

OXNARD, CA

Past

January 12, 2009 - July 22, 2009

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

SANTA CLARITA, CA

Past

July 10, 2008 - December 31, 2008

ENVISION INVESTMENT ADVISORS, LLC

RIA

CRD#: 143667

SANTA CLARITA, CA

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".

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

DARLING FINANCIAL GROUP, LLC | WHITEROCK CAPITAL MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | HANSEN & ASSOCIATES FINANCIAL GROUP INC.

CRD#: 168363 / SEC#: 801-122580

RIA

Registered Investment Advisory firm - (10/29/2021 Approved)

California

Registered Investment Advisory firm - (12/3/2021 Terminated)

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).

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

California
(9/23/2019)

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 65

Date: 7/9/2008

Uniform Investment Adviser Law Examination

Current Firm

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

DARLING FINANCIAL GROUP, LLC | WHITEROCK CAPITAL MANAGEMENT | PACIFIC CREST WEALTH MANAGEMENT | HANSEN & ASSOCIATES FINANCIAL GROUP INC.

CRD#: 168363 / SEC#: 801-122580

RIA

Registered Investment Advisory firm - (10/29/2021 Approved)

California

Registered Investment Advisory firm - (12/3/2021 Terminated)

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Contact information

Main Address

2271 Lava Ridge Court Suite 195, Roseville, CA 94661

Mailing Address

Phone number

(916) 706-1234

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1 - WRAP BROCHURE (3/10/2025)

ADV PART 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,165
AUM (Assets Under Management)	$ 229,760,228

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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Nickie T. Dally

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nickie Todd Dally's CRS (Customer Relationship Summary).

Certified licenses

Experience

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

CADGER TAX AND FINANCIAL INC.

BLUEPRINT WEALTH PARTNERS, LLC

VIRTUE CAPITAL MANAGEMENT, LLC

COPPELL ADVISORY SOLUTIONS LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

ENVISION INVESTMENT ADVISORS, LLC

ENVISION INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/9/2008

Current Firm

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

TRUST BUT VERIFY

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