Blaine J. Wood

FREEDOM DAY SOLUTIONS

Pocatello, ID 83204

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CRD#: 6332750

Professional summary

Blaine Jackson Wood is a registered financial advisor currently at FREEDOM DAY SOLUTIONS, LLC located in Pocatello, Idaho.

Blaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Blaine has worked at 5 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blaine Jackson Wood'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

March 24, 2021 - Present

FREEDOM DAY SOLUTIONS, LLC

Office #1: 123 N. Main Street, Pocatello, ID 83204

RIA

CRD#: 138962

Pocatello, ID

Past

January 1, 2021 - March 24, 2021

CENTAURUS FINANCIAL, INC.

CRD#: 30833

BLACKFOOT, ID

Past

December 24, 2020 - March 24, 2021

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

BLACKFOOT, ID

Past

December 20, 2018 - January 5, 2021

LIFTOFF FINANCIAL PLANNING

RIA

CRD#: 298978

POCATELLO, ID

Past

September 25, 2015 - December 31, 2018

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

BLACKFOOT, ID

Past

September 25, 2015 - December 31, 2018

CENTAURUS FINANCIAL, INC.

CRD#: 30833

BLACKFOOT, ID

Past

September 3, 2014 - September 4, 2015

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SALT LAKE CITY, UT

Past

June 16, 2014 - September 1, 2015

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

AMERICAN FORK, UT

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".

FREEDOM DAY SOLUTIONS, LLC

FREEDOM DAY INSURANCE | KRUEGER & CATALANO CAPITAL PARTNERS, LLC | KRUEGER & CATALANO CAPITAL PARTNERS | K&C ADVISORS, LLC | FREEDOM DAY SOLUTIONS, LLC

CRD#: 138962 / SEC#: 801-66190

RIA

Registered Investment Advisory firm - (1/27/2006 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

Idaho
(3/24/2021)

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: 8/28/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/23/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2014

General Securities Representative Examination

Current Firm

FREEDOM DAY SOLUTIONS, LLC

FREEDOM DAY INSURANCE | KRUEGER & CATALANO CAPITAL PARTNERS, LLC | KRUEGER & CATALANO CAPITAL PARTNERS | K&C ADVISORS, LLC | FREEDOM DAY SOLUTIONS, LLC

CRD#: 138962 / SEC#: 801-66190

RIA

Registered Investment Advisory firm - (1/27/2006 Approved)

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Contact information

Main Address

8401 Westview Drive, Houston, TX 77055

Mailing Address

Phone number

(713) 784-3878

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FREEDOM DAY SOLUTIONS, LLC DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	1,265
AUM (Assets Under Management)	$ 569,044,100

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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Advisor Monitoring

Firm Stability Insights

Blaine J. Wood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blaine Jackson Wood's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

LIFTOFF FINANCIAL PLANNING

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

FREEDOM DAY SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/28/2014

Series 63

Date: 6/23/2014

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2014

Current Firm

FREEDOM DAY SOLUTIONS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FREEDOM DAY SOLUTIONS, LLC

TRUST BUT VERIFY

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