Marcus Blanchard

FOCAL POINT FINANCIAL PLANNING

Pleasant Grove, UT

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CRD#: 6847288

Professional summary

Marcus Blanchard, CFP®, ChFC®, who also goes by Marcus Alan Blanchard, Marcus Blanchard, is a registered financial advisor currently at FOCAL POINT FINANCIAL PLANNING, LLC located in Pleasant Grove, Utah.

Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Marcus has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Biography

Hi, I'm Marcus Blanchard, Founder of Focal Point Financial Planning.
 
I have worked for both large and small financial firms and after a while, decided I needed to serve clients at a higher level, my way. In my eyes, the complex issues business owners deal with & the tax implications of retiring were not being adequately addressed. With the support of my lovely wife Katie, I founded Focal Point Financial Planning, LLC. Now I can better serve clients by looking where other advisors won't, creating custom tax-saving strategies and financial plans, maintaining focus on how you want to live your life.

Question & Answer

What are your service offerings?

Life Transitions

Tax Planning

Comprehensive Financial Planni...

Small Business Planning

Investment Planning

Retirement Planning

Retirement Income Management

Do you have an area of expertise or specialization?

Business Owners

Entrepreneurs

High Net Worth Client Needs

Hourly

Investment Advice without Ongo...

Retirement Planning & Distribu...

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

Marcus Alan Blanchard | Marcus Blanchard

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) Estate Planning Team, Non Investment Related, 45110 Club Drive, Indian Wells, CA 92210, Marketing of Deferred Sales Trust, Advisor, Start Date 06/01/2021 5 hours per month, Duties: Prospecting for Estate and Tax Planning Clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Blanchard'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®

CFP^®

Certified Financial Planner

Start date: 2020

ChFC^®

Chartered Financial Consultant

Experience

Current

January 2, 2021 - Present

FOCAL POINT FINANCIAL PLANNING, LLC

RIA

CRD#: 311040

Pleasant Grove, UT

Past

May 7, 2019 - December 11, 2020

DFPG INVESTMENTS, LLC

RIA

CRD#: 155576

Sandy, UT

Past

May 6, 2019 - December 11, 2020

DFPG INVESTMENTS, LLC

CRD#: 155576

Sandy, UT

Past

September 25, 2018 - April 25, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

AMERICAN FORK, UT

Past

September 18, 2017 - April 23, 2019

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

AMERICAN FORK, UT

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

California
(11/7/2024)

IAR

Utah
(1/2/2021)

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: 9/8/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/28/2017

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: 9/18/2017

General Securities Representative Examination

Current Firm

FOCAL POINT FINANCIAL PLANNING, LLC

FOCAL POINT FINANCIAL PLANNING, LLC | FOCAL POINT FINANCIAL PLANNING

CRD#: 311040 / SEC#:

California

Registered Investment Advisory firm - (11/7/2024 Approved)

Utah

Registered Investment Advisory firm - (1/2/2021 Approved)

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Contact information

Main Address

Pleasant Grove, UT

Mailing Address

Phone number

(801) 477-0549

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	57
AUM (Assets Under Management)	$ 14,278,213

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.

Contact information

(xxx) xxx-xxxx

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Marcus Blanchard

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marcus Blanchard's CRS (Customer Relationship Summary).

Certified licenses

Experience

DFPG INVESTMENTS, LLC

DFPG INVESTMENTS, LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/8/2018

Series 63

Date: 9/28/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/18/2017

Current Firm

FOCAL POINT FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FOCAL POINT FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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