Strategic Blueprint, Llc
Strategic Blueprint, LLC is a Registered Investment Adviser (RIA) designed to provide a personalized and integrated platform that empowers independent financial advisors to maintain their identity, grow their businesses, and excel in serving their clients’ financial needs. Structured for experienced, entrepreneurial advisors who focus on wealth management services, Strategic Blueprint, also offers, for advisors who want to maintain registration with a broker-dealer for commission-based services, the opportunity to affiliate with its sister broker/dealer, the Strategic Financial Alliance, Inc.(“SFA”). We provide the blueprint, the tools, and the foundation. Advisors provide the vision and passion for the business. The result is a platform that gives advisors the freedom to truly be independent to grow their businesses to the next level. For more information, please contact us at info@strategicblueprint.net or (678) SFA Partners provides shared services to a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.
7-day free trial · no credit card
Verified contacts
7
available on Kipplo
LinkedIn employees
9
11 to 50 range
Open roles
—
no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 7 verified contacts at Strategic Blueprint, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AM
Alex Meehan
Senior Operations Specialist · Operations
EmailPhone - GH
Gregory Hanft
Advisory Compliance Officer · Legal
EmailPhone - SE
Sarah Easley
Advisory Operations Manager · Operations
EmailPhone - RD
Ryan Droeg
Financial Advisor · Finance & Accounting
EmailPhone - CS
Chris Sillay
Recruiter · Human Resources
EmailPhone - SJ
Sherece James
Operations Specialist · Operations
EmailPhone
Showing 6 of 7 verified contacts
Top roles at Strategic Blueprint, Llc
6 distinct titles indexed · top 6 shown.
- 1advisory compliance officer
- 1advisory operations manager
- 1financial advisor
- 1operations specialist
- 1recruiter
- 1senior operations specialist
Sign up to unlock all 7 contacts at Strategic Blueprint, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 7 verified contacts at Strategic Blueprint, Llc
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.