linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Ted Benjamin Guerin

Blueprint Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ted? Claim Your Profile

About Ted Benjamin Guerin

Ted Guerin is a financial advisor with Blueprint Financial Advisors, LLC, and has been in the industry for over 18 years. Ted specializes in providing financial planning and portfolio management services to individuals. Ted is also a licensed real estate investor, and has been investing in multifamily and commercial real estate properties since 2010. Ted is committed to providing his clients with personalized financial advice that meets their individual needs.

Firm Information

Ted Guerin is currently registered with Blueprint Financial Advisors, LLC. Blueprint Financial Advisors, LLC is a registered investment advisor based in [Insert Location]. They provide financial planning and portfolio management services for individuals, including high-net-worth individuals. The firm manages approximately $21.9 million in assets for 60 clients.

$21.92M

Assets Under Management

Not reported

Total Clients

1

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ted Guerin’s Registration & Firm History

OR

03/10/2022 - Present

Blueprint Financial Advisors, LLC (PORTLAND OR)

OR

08/01/2007 - 09/15/2010

CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTLAND OR)

OR

06/07/2004 - 08/06/2007

AXA ADVISORS, LLC (PORTLAND OR)

MN

03/18/2004 - 04/30/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/18/2004 - 04/30/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if Ted Benjamin Guerin is right for you?

Licenses & Designations

IA

Issued 02/16/2022

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2006

Series 24 - General Securities Principal Examination

BC

Issued 03/17/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ted Benjamin Guerin.
Not sure if Ted Benjamin Guerin is right for you?