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Ashley Lynn Reiter

Ashley L. Reiter

ADVANCED PLANNING COLLECTIVE
Andover, MN
Some features on this profile are disabled
CRD#: 5713934
Ashley Lynn Reiter

Professional summary

Ashley Lynn Reiter, CFP®, who also goes by Ashley Lynn Gipson, Ashley Lynn Reiter, is a registered financial advisor currently at ADVANCED PLANNING COLLECTIVE located in Andover, Minnesota and STRATEGIC BLUEPRINT, LLC located in Jericho, New York.

Ashley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Ashley has worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ashley Lynn Gipson | Ashley Lynn Reiter

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.
Ashley Reiter is a Financial Planner and Consultant for Delegated Planning Company a registered investment advisory firm. This activity is investment related, and amounts to less then 5 hours per week of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashley Lynn Reiter'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: 2017

Experience

Current

December 31, 2024 - Present

ADVANCED PLANNING COLLECTIVE

RIA
CRD#: 329248
Andover, MN
Current

September 16, 2025 - Present

STRATEGIC BLUEPRINT, LLC

Office #1: 100 Jericho Quadrangle, Suite 335, Jericho, NY 11753
RIA
CRD#: 284840
Jericho, NY
Past

March 8, 2025 - November 3, 2025

MERINO WEALTH MANAGEMENT

RIA
CRD#: 317535
Andover, MN
Past

March 28, 2024 - December 31, 2024

ADVANCED PLANNING COLLECTIVE

RIA
CRD#: 329248
ANDOVER, MN
Past

July 10, 2023 - September 1, 2025

GREAT RIVER FINANCIAL

RIA
CRD#: 314172
PLYMOUTH, MN
Past

April 5, 2022 - November 12, 2024

GW FINANCIAL

RIA
CRD#: 110478
Andover, MN
Past

September 17, 2019 - July 15, 2021

GROVE STREET FIDUCIARY, LLC

RIA
CRD#: 107703
PETERBOROUGH, NH
Past

February 12, 2019 - July 29, 2019

JNBA FINANCIAL ADVISORS, LLC

RIA
CRD#: 106550
BLOOMINGTON, MN
Past

January 6, 2018 - February 10, 2019

BGM WEALTH MANAGEMENT

RIA
CRD#: 110483
BLOOMINGTON, MN
Past

October 21, 2010 - January 29, 2013

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
WOODBURY, MN

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.

Highlighted states indicate IAR registrations

IAR
Minnesota
(12/31/2024)
IAR
New York
(9/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/28/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 10/20/2010
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (5/21/2025)
FAMILY OFFICES SERVICES (3/28/2025)
STRATEGIC BLUEPRINT ADVISOR DIRECTED ACCOUNT PROGRAM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts9,067
AUM (Assets Under Management)$ 2,671,662,109

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

STRATEGIC BLUEPRINT, LLC

CRD#: 284840Andover, MN

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