Unclaimed Profile

Christopher Dale Millward

BLUEPRINT PARTNERS LLC·TRAVERSE CITY, Michigan

SIE, Series 7, Series 66Clean record20 years registeredBLUEPRINT PARTNERS LLC

10238 E CHERRY BEND RD, TRAVERSE CITY, MI 49684CRD# 4683673Firm CRD# 312902

Profile Verification

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

Identity

Christopher Dale Millward · TRAVERSE CITY, MI

Registration

CRD #4683673 · BLUEPRINT PARTNERS LLC · 20 years registered

Brand Profile

Not yet started

Career History

BLUEPRINT PARTNERS LLC

Apr 2021 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2012 – May 2021

TRAVERSE CITY, MI

FIFTH THIRD SECURITIES, INC.

Jan 2011 – Sep 2012

TRAVERSE CITY, MI

LPL FINANCIAL LLC

May 2010 – Feb 2011

TRAVERSE CITY, MI

EDWARD JONES

Oct 2009 – May 2010

TRAVERSE CITY, MI

THE HUNTINGTON INVESTMENT COMPANY

Apr 2006 – Sep 2009

TRAVERSE CITY, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 4, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEPRINT PARTNERS LLC

CRD 312902 · SEC 801-120502

AUM

$195M

Regulatory assets under management

Employees

308 client accounts

Services offered by BLUEPRINT PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUEPRINT PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Dale Millward offer?

Christopher Dale Millward specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Christopher Dale Millward's credentials?

Christopher Dale Millward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher Dale Millward located?

Christopher Dale Millward is based in TRAVERSE CITY, Michigan, working with BLUEPRINT PARTNERS LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Christopher Dale Millward charge for services?

Christopher Dale Millward's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEPRINT PARTNERS LLC?

BLUEPRINT PARTNERS LLC has approximately 6 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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