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Kelsey M. Oltmans
STRATEGIC BLUEPRINT
Raleigh, NC 27615
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CRD#: 5158365
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Professional summary
Kelsey Marie Oltmans, who also goes by Kelsey Marie Green, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Raleigh, North Carolina and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Raleigh, North Carolina.
Kelsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kelsey has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kelsey Marie Green
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- Cornerstone Wealth Management, LLC. Investment related. 2301 Stonehenge Drive, Ste 210, Raleigh, NC 27615. Doing business as name for financial services. Partner. Start Date: 04/2004 125 hours/month, during trading hours. Director of operations - manage systems, finance, etc. -2- Name: Fixed Insurance Position: Agent Nature: Fixed life insurance Investment Related: No Hours: 1/ Securities Trading Hours: 1 Start Date: 09/20/2019
CRS (Client Relationship Summary) - RIA
Click below to view Kelsey Marie Oltmans'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®
NoneExperience
Current
July 9, 2019 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 2301 Stonehenge Drive 210, Raleigh, NC 27615RIA
CRD#: 284840
Raleigh, NC
Current
August 4, 2017 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 2301 Stonehenge Drive 210, Raleigh, NC 27615RIA
BD
CRD#: 126514
Raleigh, NC
Past
January 11, 2018 - January 3, 2022
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
ATLANTA, GA
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
Arkansas(8/30/2019)
RR
California(2/6/2019)
RR
Colorado(2/6/2019)
RR
Florida(2/6/2019)
RR
Georgia(2/6/2019)
RR
Maine(6/29/2023)
RR
Maryland(2/6/2019)
RR
Massachusetts(2/6/2019)
RR
Missouri(1/2/2020)
RR
Nebraska(10/11/2019)
RR
North Carolina(1/16/2018)
IAR
North Carolina(7/9/2019)
RR
Oregon(2/13/2024)
RR
South Carolina(2/6/2019)
RR
Tennessee(2/6/2019)
RR
Texas(2/6/2019)
RR
Virginia(2/6/2019)
RR
West Virginia(8/18/2025)
Exams
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
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#: 284840Raleigh, NC 27615TRUST BUT VERIFY
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