Unclaimed
Kevin Ebbink is a registered investment advisor representative in North Carolina and has been in the industry since July 2004. Kevin is affiliated with Strategic Blueprint, LLC which is a registered investment advisor headquartered in Atlanta, GA. Strategic Blueprint, LLC primarily focuses on providing investment advisory services to individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. In addition to being a registered investment advisor, Kevin is also a licensed insurance agent. Kevin earned his Series 65 license on February 9, 2005.
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
NC
09/03/2021 - Present
Strategic Blueprint, LLC (Winston Salem NC)
IA
Issued 02/09/2005
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Kevin Ebbink is the right advisor for you? Invested Better is here to help.