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1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
| WI | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED | 2025-04-15 |
Branch Locations
2300 Riverside Drive, Green Bay, WI 54301 • United States
1100 Kenilworth Ave Suite 210, Charlotte, NC 28204 • United States
1222 Se 47Th St, Suite 404, Cape Coral, FL 33904 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Navigen Wealth Management | Green Bay | WI | 04/2008 | Present |
| Blueprint Financial Advisors Llc | Green Bay | WI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-01 |
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