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Kelsey Marie Oltmans

Strategic Blueprint, LLC

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About Kelsey Marie Oltmans

Kelsey Marie Oltmans is an investment advisor representative, currently registered with Strategic Blueprint, LLC. Kelsey has been in the industry since 2017 and has held multiple registrations in various states. Kelsey's primary focus is on providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Kelsey is also involved with the management and operations of Cornerstone Wealth Management, LLC.

Firm Information

Kelsey Oltmans 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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Kelsey Oltmans’s Registration & Firm History

NC

07/09/2019 - Present

Strategic Blueprint, LLC (Raleigh NC)

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Licenses & Designations

BOTH

Issued 01/10/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/12/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kelsey Marie Oltmans.
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