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Coleman Troy Benko

Strategic Blueprint, LLC

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About Coleman Troy Benko

Coleman Benko is an investment advisor representative with Strategic Blueprint, LLC, a firm based in Atlanta, GA. Coleman Benko has been in the industry since 2008. Coleman Benko is registered with the state of Georgia and holds FINRA Series 66, 7 and SIE licenses. Coleman Benko has experience with LPL Financial LLC and Ameriprise Financial Services, Inc.

Firm Information

Coleman Benko is currently registered with Strategic Blueprint, LLC. Strategic Blueprint, LLC is an investment advisory firm based in Atlanta, Georgia, with over 50 investment adviser representatives. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, and portfolio management for individuals and businesses. Strategic Blueprint, LLC manages over $2 billion in assets for a diverse clientele including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm also participates in wrap fee programs.
Strategic Blueprint, LLC

2200 CENTURY PARKWAY

ATLANTA, GA 30345

$2.17B

Assets Under Management

92

Total Clients

36

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office services

Family office services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Family office fees, endorsements

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Coleman Benko’s Registration & Firm History

GA

09/18/2020 - Present

Strategic Blueprint, LLC (Watkinsville GA)

GA

07/30/2014 - 10/01/2020

LPL FINANCIAL LLC (WATKINSVILLE GA)

GA

01/24/2008 - 08/04/2014

AMERIPRISE FINANCIAL SERVICES, INC. (Watkinsville GA)

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Licenses & Designations

BOTH

Issued 02/13/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Coleman Troy Benko. Review regulatory record here.
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