Stacy L. Hendrickson

BLUEPRINT PARTNERS LLC

TRAVERSE CITY, MI 49684

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CRD#: 5530293

Professional summary

Stacy Lynn Hendrickson is a registered financial advisor currently at BLUEPRINT PARTNERS LLC located in Traverse City, Michigan.

Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Stacy has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, 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.

Agent; SH Legacy, LLC; Investment Related: Yes; Location: 440 W Front St, Suite 1, Traverse City, MI 49684; Description of the business: life insurance sales; Responsibilities Duties: selling life insurance products to clients; Start date with business: 2021-04-06; Hours devoted to business during trading hours: 5

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Lynn Hendrickson'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®

None

Experience

Current

April 30, 2021 - Present

BLUEPRINT PARTNERS LLC

Office #1: 10238 E Cherry Bend Rd, Traverse City, MI 49684

RIA

CRD#: 312902

TRAVERSE CITY, MI

Past

August 3, 2016 - May 4, 2021

OSAIC FA, INC.

RIA

CRD#: 3978

TRAVERSE CITY, MI

Past

March 1, 2016 - May 4, 2021

OSAIC FA, INC.

CRD#: 3978

TRAVERSE CITY, MI

Past

September 3, 2009 - February 22, 2016

THE HUNTINGTON INVESTMENT COMPANY

CRD#: 16986

TRAVERSE CITY, MI

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 PARTNERS LLC

CRD#: 312902 / SEC#: 801-120502

RIA

Registered Investment Advisory firm - (3/12/2021 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

Michigan
(4/30/2021)

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 66

Date: 8/1/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/24/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/15/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/2009

General Securities Representative Examination

Current Firm

BLUEPRINT PARTNERS LLC

CRD#: 312902 / SEC#: 801-120502

RIA

Registered Investment Advisory firm - (3/12/2021 Approved)

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Contact information

Main Address

10238 E Cherry Bend Rd, Traverse City, MI 49684

Mailing Address

Phone number

(231) 668-4147

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- BLUEPRINT PARTNERS LLC (4/21/2025)

Regulatory assets under management

Total Number of Accounts	875
AUM (Assets Under Management)	$ 257,768,883

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

Stacy L. Hendrickson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacy Lynn Hendrickson's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FA, INC.

OSAIC FA, INC.

THE HUNTINGTON INVESTMENT COMPANY

Primary Firm SEC Registration

BLUEPRINT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/1/2016

Series 63

Date: 9/24/2013

Series 7TO

Date: 3/15/2024

SIE

Date: 10/1/2018

Series 7

Date: 9/2/2009

Current Firm

BLUEPRINT PARTNERS LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT PARTNERS LLC

TRUST BUT VERIFY

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