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Blaine Wood

Advisor at Freedom Day Solutions, LLC

Updated today
Freedom Day Solutions, LLC logo

Firm

Freedom Day Solutions, LLC

Location

Pocatello, ID 83204

Credentials

Series 63, Series 66

Industry experience

11 years

About

Blaine Wood is a financial advisor at Freedom Day Solutions, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc. and Liftoff Financial Planning. Freedom Day Solutions provides investment management primarily to individual and high-net-worth clients, offering retirement plan consulting, sub-advisory services, and estate-planning support. The firm uses a mix of fundamental and technical analysis across ETFs, equities, and fixed income, and includes digital assets for qualified clients.

Client services

Based on Freedom Day Solutions, LLC

Financial planning Portfolio management

Fee options

Fixed

Estate planning fees are separate and agreed upon per engagement.

Percentage

$0+: 0.50% – 2.50% +: 1.00% (Digital Assets management fee) $0+: 0.20% – 1.00% (Retirement Plan Consulting Fees) $0+: 0.20% (annual fee for sub-advisory services to Freedom Day Dividend ETF)

Commissions

Certain supervised persons offer securities brokerage and insurance products on a separate commission basis.

Other

Account minimum: $250,000

Location

123 N. Main Street

Pocatello, ID 83204

Most active in

Idaho

Work history

Freedom Day Solutions, LLC

2021 - Present (5 years)

Centaurus Financial Inc.

2020 - 2021 (1 year)

Liftoff Financial Planning

2018 - 2020 (2 years)

Centaurus Finanical, Inc.

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Robbie S

CFP®, CPA

Pocatello, ID

Matterhorn Financial Planning

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning
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David G

Series 65

Pocatello, ID

Liftoff Financial Planning

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement withdrawal strategies Business ownership considerations
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Tracey C

Series 65

Pocatello, ID

Jordan Wealth Management

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Angela S

CFP®

Pocatello, ID

Jordan Wealth Management

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Melinda T

Series 65

Pocatello, ID

Jordan Wealth Management

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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Andrew S

Series 65

Pocatello, ID

Jordan Wealth Management

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
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