David M. Wentland

BLUEPRINT FINANCIAL ADVISORS

Mesa, AZ

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CRD#: 5186209

Professional summary

David M Wentland, CFP®, who also goes by David Michael Wentland, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Mesa, Arizona.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. David has worked at 6 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Michael Wentland

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.

AUG 2020; CANDOR WEALTH ADVISORS LLC, SCOTTSDALE, AZ; INVESTMENT RELATED; FINANCIAL SERVICES; PARTNER; PORTFOLIO MANAGER, FINANCIAL PLANNER, BUSINESS DEVELOPMENT; DEVOTE 160 HRS/MONTH DURING MARKET HOURS. Association with Candor Wealth Advisors LLC ended on December 31, 2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Wentland'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

February 13, 2024 - Present

BLUEPRINT FINANCIAL ADVISORS

RIA

CRD#: 315570

Mesa, AZ

Past

December 8, 2022 - February 21, 2024

M. S. HOWELLS & CO.

CRD#: 104100

SCOTTSDALE, AZ

Past

August 28, 2020 - February 21, 2024

MSH CAPITAL ADVISORS LLC

RIA

CRD#: 157835

SCOTTSDALE, AZ

Past

July 11, 2013 - April 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PHOENIX, AZ

Past

June 18, 2013 - April 10, 2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PHOENIX, AZ

Past

August 28, 2009 - January 11, 2013

J.P. MORGAN SECURITIES LLC

CRD#: 79

SCOTTSDALE, AZ

Past

April 8, 2008 - September 2, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHANDLER, AZ

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".

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA

Registered Investment Advisory firm - (7/23/2021 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.

Highlighted states indicate IAR registrations

IAR

Arizona
(2/21/2024)

IAR

North Carolina
(2/13/2024)

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

Series 63

Date: 2/24/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/13/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 12/15/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/7/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

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Contact information

Main Address

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204

Mailing Address

Phone number

(844) 200-2568

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFA FORM ADV 2A (JULY 15, 2025) (7/15/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 201,503,941

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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Firm Stability Insights

David M. Wentland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David M Wentland's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

MSH CAPITAL ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

BLUEPRINT FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 2/24/2023

Series 65

Date: 2/13/2021

Series 7

Date: 12/15/2008

Series 6

Date: 4/7/2008

Current Firm

BLUEPRINT FINANCIAL ADVISORS

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT FINANCIAL ADVISORS

TRUST BUT VERIFY

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