Unclaimed Profile

Natalie Marie Logan

BLUEPRINT WEALTH MANAGEMENT, LLC·THE VILLAGES, Florida

Clean recordBLUEPRINT WEALTH MANAGEMENT, LLC

3602 KIESSEL ROAD, THE VILLAGES, FL 32163-2910CRD# 7816776Firm CRD# 169997

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Natalie Marie Logan · THE VILLAGES, FL

Registration

CRD #7816776 · BLUEPRINT WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Natalie Marie Logan is a registered financial advisor based in THE VILLAGES, Florida, affiliated with BLUEPRINT WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BLUEPRINT WEALTH MANAGEMENT, LLC

BLUEPRINT WEALTH MANAGEMENT

AUM

$109M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUEPRINT WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7816776

Firm CRD# 169997

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Natalie Marie Logan offer?

Natalie Marie Logan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in THE VILLAGES, Florida for a consultation.

What are Natalie Marie Logan's credentials?

Natalie Marie Logan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Natalie Marie Logan located?

Natalie Marie Logan is based in THE VILLAGES, Florida, working with BLUEPRINT WEALTH MANAGEMENT, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.

How does Natalie Marie Logan charge for services?

Natalie Marie Logan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT WEALTH MANAGEMENT, LLC?

BLUEPRINT WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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