CB
Coleman T. Benko
STRATEGIC BLUEPRINT
Watkinsville, GA 30677
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CRD#: 5179575
CB
Professional summary
Coleman Troy Benko is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Watkinsville, Georgia and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Watkinsville, Georgia.
Coleman is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Coleman has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
1. Benko Capital Management, Inc. - DBA Benko Financial Services - Investment Related - 3651 Mars Hill Ste 3100-B, Watkinsville, GA 30677 - Personal S-corp is for tax purposes only, DBA is for marketing financial services - Owner - 09/2020 - 160 hours/month, approximately 120 during trading hours - daily duties include offering and providing financial services offered to clients through registration with broker-dealer and investment adviser, also manage s-corp for personal tax purposes. 2. Fixed Insurance - Investment Related - Investment Related - 3651 Mars Hill Ste 3100-B, Watkinsville, GA 30677 - fixed insurance and annuity sales - agent - 09/2020 - time varies, generally 2 hours/month, 1 during trading hours - Providing fixed insurance on an as-needed basis for clients. Offering fixed insurance products through various carriers. 3. Notary Public - Not Investment Related - Investment Related - 3651 Mars Hill Ste 3100-B, Watkinsville, GA 30677 - Notary Public - Started 03/26/2017 - 1 Hour Per Month During Securities Trading. 4. BFS Holdings - Not Investment Related - Snellville, GA - Single owner LLC to purchase/lease commercial property - 7/10/2020 - 5 Hours Per Month, 1 Hour During Securities Trading - Landlord duties: property maintenance, improvements and collection of rent. 5. St. Mary's Health Care System - Highland Hills Board of Directors - Not investment related - 1660 Jennings Mill Road, Watkinsville GA 30677 - Board of Directors for St. Mary's Health Care System - Highland Hills. This is a community with Independent Living, Assisted Living and Memory Care in one location. 1 hour per quarter. Start Date: 12/15/2022 - Attend meetings to provide feedback and ideas, when needed, on current and ongoing efforts.
CRS (Client Relationship Summary) - RIA
Click below to view Coleman Troy Benko'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
September 18, 2020 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 3651 Mars Hill Road Suite 2600, Watkinsville, GA 30677RIA
CRD#: 284840
Watkinsville, GA
Current
September 9, 2020 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 3651 Mars Hill Road Suite 3100-b, Watkinsville, GA 30677RIA
BD
CRD#: 126514
Watkinsville, GA
Past
July 30, 2014 - October 1, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
WATKINSVILLE, GA
Past
July 30, 2014 - October 1, 2020
LPL FINANCIAL LLC
BD
CRD#: 6413
WATKINSVILLE, GA
Past
February 15, 2008 - August 4, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Watkinsville, GA
Past
January 24, 2008 - August 4, 2014
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Watkinsville, 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
Alabama(8/5/2021)
RR
Arizona(9/9/2020)
RR
California(7/11/2023)
RR
District of Columbia(9/6/2024)
RR
Florida(9/9/2020)
RR
Georgia(9/9/2020)
IAR
Georgia(9/18/2020)
RR
Kansas(8/16/2023)
RR
New Jersey(9/21/2022)
RR
North Carolina(9/10/2020)
RR
Oregon(6/12/2024)
RR
Pennsylvania(5/3/2022)
RR
South Carolina(9/9/2020)
RR
South Dakota(2/2/2023)
Exams
State Security Law 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#: 284840Watkinsville, GA 30677TRUST BUT VERIFY
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