Unclaimed Profile

Bobbi Jo Marie Blanton

STRATEGIES WEALTH ADVISORS, LLC·GRAND RAPIDS, Michigan

Clean recordSTRATEGIES WEALTH ADVISORS, LLC

171 MONROE AVE. NW, GRAND RAPIDS, MI 49503CRD# 7698522Firm CRD# 289913

Profile Verification

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

Identity

Bobbi Jo Marie Blanton · GRAND RAPIDS, MI

Registration

CRD #7698522 · STRATEGIES WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bobbi Jo Marie Blanton is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with STRATEGIES WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STRATEGIES WEALTH ADVISORS, LLC

INNOVIA WEALTH, LLC

AUM

$2.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STRATEGIES WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7698522

Firm CRD# 289913

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bobbi Jo Marie Blanton offer?

Bobbi Jo Marie Blanton specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Bobbi Jo Marie Blanton's credentials?

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

Where is Bobbi Jo Marie Blanton located?

Bobbi Jo Marie Blanton is based in GRAND RAPIDS, Michigan, working with STRATEGIES WEALTH ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Bobbi Jo Marie Blanton charge for services?

Bobbi Jo Marie Blanton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIES WEALTH ADVISORS, LLC?

STRATEGIES WEALTH ADVISORS, LLC has approximately 26 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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