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Robin R. Woodell

BLUEPRINT FINANCIAL ADVISORS
Charlotte, NC 28204
Some features on this profile are disabled
CRD#: 5400528
RW

Professional summary

Robin Renee Woodell, CFP®, who also goes by Robin Renee Crouse, Robin Crouse, Robin Renee Cook, Robin Renee Crouse-cook, is a registered financial advisor currently at BLUEPRINT FINANCIAL ADVISORS located in Charlotte, North Carolina and MIAI, INC. located in Charlotte, North Carolina.

Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robin has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robin Renee Crouse | Robin Crouse | Robin Renee Cook | Robin Renee Crouse-Cook

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 Robin Renee Woodell'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: 2021

Experience

Current

January 23, 2026 - Present

BLUEPRINT FINANCIAL ADVISORS

Office #1: 1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204
RIA
CRD#: 315570
Charlotte, NC
Current

January 23, 2026 - Present

MIAI, INC.

Office #1: 1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204
RIA
CRD#: 111695
Charlotte, NC
Current

January 23, 2026 - Present

MAPLEWOOD INVESTMENTS, INC.

Office #1: 1100 Kenilworth Ave, Suite 210, Charlotte, NC 28204
BD
CRD#: 103723
Charlotte, NC
Past

October 30, 2018 - January 23, 2026

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
CHARLOTTE, NC
Past

October 22, 2018 - January 23, 2026

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CHARLOTTE, NC
Past

October 10, 2007 - October 31, 2018

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
CHARLOTTE, NC
Past

August 24, 2007 - October 31, 2018

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
CHARLOTTE, NC

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".
MI
MIAI, INC.
EDWARD W. MURRAY | MIAI, INC. | MAPLEWOOD INVESTMENTS, INC. | GOODWIN SCHROEDER SECURITIES, INC. | FLEMING WATSON FINANCIAL SERVICES | FAIRFIELD INVESTMENT SERVICES | EMERALD FINANCIAL GROUP

CRD#: 111695 / SEC#: 801-61363

RIA
Registered Investment Advisory firm - (8/2/2002 Approved)
Ohio
Registered Investment Advisory firm - (6/9/2004 Terminated)
Texas
Registered Investment Advisory firm - (8/12/2002 Terminated)
West Virginia
Registered Investment Advisory firm - (6/4/2004 Cancelled)

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
(1/23/2026)
RR
North Carolina
(1/23/2026)
IAR
North Carolina
(1/23/2026)
RR
Pennsylvania
(1/23/2026)
RR
South Carolina
(1/23/2026)
IAR
South Carolina
(1/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/4/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/31/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/15/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/23/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 5/28/2009
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

MI
MIAI, INC.
EDWARD W. MURRAY | MIAI, INC. | MAPLEWOOD INVESTMENTS, INC. | GOODWIN SCHROEDER SECURITIES, INC. | FLEMING WATSON FINANCIAL SERVICES | FAIRFIELD INVESTMENT SERVICES | EMERALD FINANCIAL GROUP

CRD#: 111695 / SEC#: 801-61363

RIA
Registered Investment Advisory firm - (8/2/2002 Approved)
Ohio
Registered Investment Advisory firm - (6/9/2004 Terminated)
Texas
Registered Investment Advisory firm - (8/12/2002 Terminated)
West Virginia
Registered Investment Advisory firm - (6/4/2004 Cancelled)
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Contact information

Main Address
12222 Merit Dr Suite 1390, Dallas, TX 75251
Mailing Address
Phone number
(214) 739-5677
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MIAI BROCHURE 12.02.2025 (12/2/2025)

Regulatory assets under management

Total Number of Accounts276
AUM (Assets Under Management)$ 213,321,166

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.

Company Information

MIAI, INC.

CRD#: 111695Charlotte, NC 28204

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