Advisor at Blueprint Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Blueprint Financial Services
Location
Arvada, CO 80004
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Victor Guettlein is a CFP® professional with 25 years of industry experience, currently serving as the sole advisor at Blueprint Financial Services in Arvada, Colorado. He has worked extensively with Blueprint Financial Services since 1996, with a two-year period at Wealthsource Partners. In addition to his advisory role, he operates a separate insurance practice. Blueprint Financial Services offers discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and small businesses. The firm emphasizes risk-aware, downside-focused portfolios and utilizes structured notes and other instruments to reduce volatility and protect capital, while providing both ERISA 3(21) advisory and ERISA 3(38) discretionary investment manager services for retirement plans.
Based on Blueprint Financial Services
Based on Blueprint Financial Services
Financial planning flat fees between $1,000 and $5,000
Up to 2% annually, not to exceed 3%
Insurance commissions received by the owner from sales of insurance products
Financial planning services charged at $350 per hour
Account minimum: $250,000 Minimum fee: $3,000 per year minimum fee Fee-only: Financial planning fees: hourly rate of $350/hour or flat fee between $1,000 and $5,000
6355 Ward Road, Suite 306
Arvada, CO 80004
Colorado
Blueprint Financial Services, Inc.
2019 - Present (7 years)
WealthSource Partners, LLC
2017 - 2019 (2 years)
Blueprint Financial Services, Inc.
2000 - 2017 (17 years)
Blueprint Financial Services, Inc.
1996 - Present (30 years)
Victor T. Guettlein, Sole Proprietor
1993 - Present (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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