Bryce William Hodge

Employer firm

Blue Ridge Wealth Planners CRD 285347

$362M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2023 → 02/2025
  Ameriprise Financial Services, Llc
  Knoxville, TN
• 07/2022 → 04/2023
  21St Mortgage
  Knoxville, TN
• 08/2017 → 05/2020
  Walters State
  Morristown, TN
• 08/2020 → 05/2022
  East Tennessee State University
  Johnson City, TN
• 05/2015 → 08/2021
  Tennessee Golf Foundation
  Knoxville, TN
• 05/2021 → 08/2021
  First Century Bank
  Knoxville, TN
• 08/2013 → 05/2017
  Halls High School
  Knoxville, TN
• 03/2025 → Present
  Retirement Financial Solutions, Llc Dba Blue Ridge Wealth Planne
  Knoxville, TN

Previous Registrations

• 2023-08-23 → 2025-03-05
  Ameriprise Financial Services, Llc
  Knoxville, TN
  Knoxville, TN

Other Businesses

1)NAME:RETIREMENT FINANCIAL SOLUTIONS, LLC DBA BLUE RIDGE WEALTH PLANNERS; INV RELATED:YES; ADDRESS:9725COGDILL ROAD, SUITE 101 KNOXVILLE, TN 37932; NATURE: RIA AND INSURANCE; POSITION:IAR INSURANCE AGENT; START DATE:03/2025; HOURS/MONTH:180; TRADINGHOURS/MONTH:ALL; DUTIES: OFFERING INSURANCE PRODUCTS AND SERVICES TO CLIENTSAND PROSPECTS.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-21