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Current Employers
Blueprint Financial Advisors

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-04-16
  • WI RA
    APPROVED
    Since 2025-04-16

Branch Locations

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States

2300 Riverside Drive, Green Bay, WI 54301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Navigen Wealth Management Green Bay WI 03/2012 Present
Blueprint Financial Advisors Llc Green Bay WI 04/2025 Present
  • 03/2012 → Present
    Navigen Wealth Management
    Green Bay, WI
  • 04/2025 → Present
    Blueprint Financial Advisors Llc
    Green Bay, WI
Previous Registrations
  • 2012-03-13 → 2025-05-20
    Navigen Wealth Management
    Sheboygan, WI
    Green Bay, WI
    Sheboygan, WI
    Sheboygan Falls, WI
  • 2008-07-28 → 2012-03-08
    Main Street Investment Management, Llc
    Sheboygan, WI
Other Businesses

Name of other business: Vital Safety Systems, LLC Is business Investment related: No Address of other business: 3434 Mill Road #2, Sheboygan, WI 53083 Nature of other business: Video and Secuity Cameras, Controlled Access Entry, Surveillance Position: Co-Owner Title and relationship with other business: Owner, Investor Start date of relationship: July 2020 Approx. # of hours /month devote to other business: 5 Number of hours devoted to other business during securities trading hours: 1 Briefly describe duties: Mainly the prime Investor, assist with referrals and books as well Name of other business: JBJN Rentals, LLC Is business Investment related: No Address of other business: 3434 Mill Road #4, Sheboygan, WI 53083 Nature of other business: Storage Unit Rental Facility Your position: Owner Title and relationship with other business: Owner Operator Start date of relationship: May 2017 Approx. # of hours /month devote to other business: 10 Number of hours devoted to other business during securities trading hours: 1 Briefly describe duties: Own and Operate a storage unit facility Blueprint Insurance Services, Investment-related, 1100 Kenilworth Ave., Suite 210, Charlotte, NC 28204, Insurance Agent, since 04/2025, 5 hours per month and during trading hours, sell and service insurance and fixed annuity products.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-13
S63 Uniform Securities Agent State Law Examination 1998-10-30
  • S65 Uniform Investment Adviser Law Examination
    2008-05-13
  • S63 Uniform Securities Agent State Law Examination
    1998-10-30
Other Names
  • Brian John Versey

View on SEC IAPD

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