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DH

Douglas G. Hesse

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CRD#: 865552
DH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Douglas Gerald Hesse was a registered financial professional .

Douglas is a previously registered financial professional and started their career in finance in 1979. Douglas had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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. OCONEE WEALTH MANAGEMENT. NOT INVESTMENT RELATED. 1031 SHOULDERBONE CIRCLE, GREENSBORO, GA 30642. DBA FOR FINANCIAL SERVICES BUSINESS. OWNER/SOLE PROPRIETOR. 2007. 15 HOURS/MONTH. 8 DURING TRADING. SALES. 2. PREHMUS FINANCIAL PARTNERS. NOT INVESTMENT RELATED. 3930 EAST JONES BRIDGE ROAD SUITE 175 PEACHTREE CORNERS, GA 30092. MARKETING FINANCIAL SERVICES. EMERITUS PARTNER. 01/2015. 10 HOURS/MONTH, 5 DURING TRADING. FINANCIAL ADVICE. 3. WDDK RADIO. NOT INVESTMENT RELATED. 1011 FOUNDERS ROW, SUITE 101, GREENSBORO, GA 30642. LOCAL RADIO STATION. RADIO INTERVIEWER. 03/2015. 3 HOURS/MONTH, DURING TRADING. INTERVIEW LOCAL CHARITIES, INTERVIEWS ARE RECORDED AND PLAYED ON THE RADIO.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

February 26, 2021 - October 4, 2022

STRATEGIC BLUEPRINT, LLC

RIA
CRD#: 284840
Peachtree Corners, GA
Past

February 23, 2007 - February 26, 2007

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
GREENSBORO, GA
Past

February 21, 2007 - October 4, 2022

THE STRATEGIC FINANCIAL ALLIANCE, INC.

RIA
CRD#: 126514
PEACHTREE CORNERS, GA
Past

February 21, 2007 - October 4, 2022

THE STRATEGIC FINANCIAL ALLIANCE, INC.

BD
CRD#: 126514
PEACHTREE CORNERS, GA
Past

May 19, 2003 - February 20, 2007

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
EATONTON, GA
Past

May 19, 2003 - February 20, 2007

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
EATONTON, GA
Past

September 2, 1999 - May 16, 2003

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
KNOXVILLE, TN
Past

January 16, 1995 - September 15, 1999

IFG NETWORK SECURITIES, INC.

BD
CRD#: 19948
ATLANTA, GA
Past

July 6, 1992 - January 17, 1995

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

April 4, 1989 - July 6, 1992

KAVANAUGH SECURITIES, INC.

BD
CRD#: 10606
DALLAS, TX
Past

July 15, 1984 - October 11, 1988

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Past

May 1, 1979 - July 6, 1984

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/2/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 4/27/1979
Registered Representative Examination
Principal/Supervisory Exam

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
Registered Investment Advisory firm - (10/28/2016 Approved)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

STATEGIC BLUEPRINT DISCLOSURE BROCHURE (5/21/2025)

Regulatory assets under management


Total Number of Accounts9,067
AUM (Assets Under Management)$ 2,671,662,109

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.

Company Information


STRATEGIC BLUEPRINT, LLC

CRD#: 284840

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