Timothy J. Pierson

BLUEPRINT FINANCIAL STRATEGIES

Eatonton, GA 31024

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CRD#: 5809062

Professional summary

Timothy J Pierson, ChFC®, CLU®, who also goes by Tim Pierson, is a registered financial advisor currently at BLUEPRINT FINANCIAL STRATEGIES, LLC located in Eatonton, Georgia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Timothy has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Pierson

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) KEYSTONE BUSINESS SOLUTIONS, LLC; INVESTMENT RELATED; EATONTON, GA; INSURANCE SERVICES; OWNER/INSURANCE AGENT; START 07/2021; 10 HOURS PER MONTH; 10 HOURS DURING SECURITIES TRADING HOURS; SALES OF INSURANCE. 2) LAKE OCONEE BUILDERS ASSOCIATION; NOT INVESTMENT RELATED; GREENSBORO, GA; COMMITTEE MEMBER & BOARD MEMBER; START 01/2016; 8 HOURS PER MONTH; 8 HOURS DURING SECURITIES TRADING HOURS; OVERSEE ALL ASPECTS OF THE MAIN FUNDRAISER. 3) WISMOGA, LLC; NOT INVESTMENT RELATED;EATONTON, GA; DISTRIBUTOR FOR STONE CANYON CABINS; CO OWNER; START 05/2018; 8 HOURS PER MONTH; 8 HOURS DURING SECURITIES TRADING HOURS; LIASON BETWEEN DEALERS AND STONE CANYON CABINS. 4) RV PARK BUILDINGS, LLC; NOT INVESTMENT RELATED; EATONTON, GA; OWNER/SALES; START DATE 07/2022; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; PARK MODEL RV SALES 5) 905 HARMONY LLC; NO; EATONTON, GA; OFFICE BUILDING WITH RENTALS; OWNER; 11/2023; 1/MO; 0/MO 6) Allutional, LLC; NIR; Eatonton, GA; outside sales, Owner; 10/2024; 4/MO; 0/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy J Pierson'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®

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

August 2, 2021 - Present

BLUEPRINT FINANCIAL STRATEGIES, LLC

Office #1: 952 B Greensboro Rd Keystone Building, Eatonton, GA 31024

RIA

CRD#: 315687

Eatonton, GA

Past

February 2, 2017 - August 2, 2021

GRADIENT SECURITIES, LLC

RIA

CRD#: 127701

Eatonton, GA

Past

February 2, 2017 - August 2, 2021

GRADIENT SECURITIES, LLC

CRD#: 127701

Eatonton, GA

Past

December 6, 2011 - February 2, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

EATONTON, GA

Past

December 1, 2011 - February 2, 2017

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

EATONTON, GA

Past

August 24, 2010 - November 30, 2011

STONEX SECURITIES INC.

CRD#: 18456

EATONTON, GA

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

Georgia
(8/2/2021)

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: 9/7/2011

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/4/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2010

General Securities Representative Examination

Current Firm

BLUEPRINT FINANCIAL STRATEGIES, LLC

CRD#: 315687 / SEC#:

Georgia

Registered Investment Advisory firm - (8/2/2021 Approved)

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Contact information

Main Address

952 B Greensboro Rd Keystone Building, Eatonton, GA 31024

Mailing Address

Phone number

(706) 927-6332

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 16,022,375

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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Timothy J. Pierson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy J Pierson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT FINANCIAL STRATEGIES, LLC

GRADIENT SECURITIES, LLC

GRADIENT SECURITIES, LLC

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

STONEX SECURITIES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/7/2011

Series 63

Date: 8/4/2010

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2010

Current Firm

BLUEPRINT FINANCIAL STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT FINANCIAL STRATEGIES, LLC

TRUST BUT VERIFY

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