Unclaimed
Adam Bradley Rosier is a financial advisor with Strategic Blueprint, LLC. Adam has been in the industry since 1992. Adam specializes in providing financial planning and investment advice to individuals and businesses. Adam also works with charitable organizations and pension and profit-sharing plans. Adam is a Registered Investment Advisor in Michigan.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Family office fees, endorsements
1
2
MI
01/07/2025 - Present
Strategic Blueprint, LLC (Northville MI)
MI
11/02/1992 - 05/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Dearborn MI)
MN
11/02/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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