BH
Bryce W. Hodge
BLUE RIDGE WEALTH PLANNERS
Knoxville, TN 37932
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CRD#: 7733125
BH
Professional summary
Bryce William Hodge is a registered financial advisor currently at BLUE RIDGE WEALTH PLANNERS located in Knoxville, Tennessee.
Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryce has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
1)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR INSURANCE AGENT; START DATE:03/2025; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTSAND PROSPECTS.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce William Hodge'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
March 13, 2025 - Present
BLUE RIDGE WEALTH PLANNERS
Office #1: 9725 Cogdill Road Suite 101, Knoxville, TN 37932RIA
CRD#: 285347
Knoxville, TN
Past
August 23, 2023 - March 5, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
KNOXVILLE, TN
Past
July 3, 2023 - March 5, 2025
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
KNOXVILLE, TN
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".
BR
BLUE RIDGE WEALTH PLANNERS
BLUE RIDGE WEALTH PLANNERS | RETIREMENT FINANCIAL SOLUTIONS, LLC | GREAT VALLEY ASSET MANAGEMENT
CRD#: 285347 / SEC#: 801-123504
RIA
Registered Investment Advisory firm - (3/22/2022 Approved)Florida
Registered Investment Advisory firm - (3/23/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/24/2022 Terminated)Texas
Registered Investment Advisory firm - (3/23/2022 Terminated)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
Tennessee(3/13/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/3/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
BR
BLUE RIDGE WEALTH PLANNERS
BLUE RIDGE WEALTH PLANNERS | RETIREMENT FINANCIAL SOLUTIONS, LLC | GREAT VALLEY ASSET MANAGEMENT
CRD#: 285347 / SEC#: 801-123504
RIA
Registered Investment Advisory firm - (3/22/2022 Approved)Florida
Registered Investment Advisory firm - (3/23/2022 Terminated)Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)Tennessee
Registered Investment Advisory firm - (3/24/2022 Terminated)Texas
Registered Investment Advisory firm - (3/23/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9725 Cogdill Road Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 392-4260
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 723 |
| AUM (Assets Under Management) | $ 275,684,151 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BLUE RIDGE WEALTH PLANNERS
CRD#: 285347Knoxville, TN 37932TRUST BUT VERIFY
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