MF
Michael D. Ferrell
STRATEGIC BLUEPRINT
Peachtree Corners, GA 30092
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CRD#: 7339803
MF
Professional summary
Michael Dale Ferrell, who also goes by Mike Ferrell, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Peachtree Corners, Georgia and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Peachtree Corners, Georgia.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Ferrell
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.
SCIMET Solutions, LLC (not investment related)
3990 Little Falls Drive, Cumming GA 30041
Management consulting firm
Managing Director
August 2018
120 hrs/month
120 hrs/month
Business development, client care and delivery
Prestantia Consulting, LLC dba ConsultKAP Partners (non-investment related)
3990 Little Falls Drive, Cumming, GA 30041
Mergers & Acquisitions (business intermediary)
President, Owner
April 2004
32 hrs/month
32 hrs/month
Business development, client service
CRS (Client Relationship Summary) - RIA
Click below to view Michael Dale Ferrell'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®
NoneExperience
Current
April 29, 2021 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 3930 East Jones Bridge Road 150, Peachtree Corners, GA 30092RIA
CRD#: 284840
Peachtree Corners, GA
Current
November 9, 2023 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 3930 East Jones Bridge Road 175, Peachtree Corners, GA 30092RIA
BD
CRD#: 126514
Peachtree Corners, GA
Past
March 5, 2021 - November 12, 2021
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
PEACHTREE CORNERS, GA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Georgia(4/29/2021)
RR
Georgia(11/9/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/5/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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