Ted B. Guerin

BLUEPRINT FINANCIAL ADVISORS

PORTLAND, OR

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CRD#: 4752480

Professional summary

Ted Benjamin Guerin is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS, LLC located in Portland, Oregon.

Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Ted has worked at 6 firms and has passed the Series 65, Series 66, 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted Benjamin Guerin'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®

None

Experience

Current

July 7, 2015 - Present

BLUEPRINT FINANCIAL ADVISORS, LLC

RIA

CRD#: 171331

PORTLAND, OR

Past

August 2, 2007 - September 15, 2010

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

LAKE OSWEGO, OR

Past

August 1, 2007 - September 15, 2010

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

PORTLAND, OR

Past

January 17, 2006 - August 6, 2007

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

PORTLAND, OR

Past

June 7, 2004 - August 6, 2007

EQUITABLE ADVISORS, LLC

CRD#: 6627

PORTLAND, OR

Past

March 30, 2004 - April 30, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

VANCOUVER, WA

Past

March 18, 2004 - April 30, 2004

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 18, 2004 - April 30, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

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

Oregon
(7/7/2015)

IAR

Washington
(3/10/2022)

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: 2/16/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/29/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/10/2006

General Securities Principal Examination

Current Firm

BLUEPRINT FINANCIAL ADVISORS, LLC

BLUEPRINT FINANCIAL ADVISORS, LLC | GUERIN, TED BENJAMIN | BLUEPRINT FINANCIAL CONSULTANTS LLC | BLUEPRINT FINANCIAL CONSULTANTS

CRD#: 171331 / SEC#:

Oregon

Registered Investment Advisory firm - (7/7/2015 Approved)

Washington

Registered Investment Advisory firm - (3/10/2022 Approved)

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Contact information

Main Address

2750 Ne 30th Avenue, Portland, OR 97212

Mailing Address

2750 Ne 30th Avenue, Portland, OR 97212

Phone number

(503) 381-0638

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	135
AUM (Assets Under Management)	$ 29,690,531

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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Ted B. Guerin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ted Benjamin Guerin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/16/2022

Series 66

Date: 3/29/2004

Series 7

Date: 3/17/2004

Series 24

Date: 3/10/2006

Current Firm

BLUEPRINT FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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