Ryan
Droeg

Strategic Blueprint, LLC

CRD#4794294
Investment Advisor
in Gilbert, AZ

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About this Advisor

Ryan Droeg is a financial advisor based in Gilbert, Arizona, working with Strategic Blueprint, LLC. Ryan has previously held positions at Droeg Financial Services, H.Beck, Inc, Sagepoint Financial, Inc, United Planners Financial Services Of America, Lp, Chandler Unified School District, Ryan B Droeg, and Desert Grove Investments. Ryan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Arizona. Currently, Ryan is part of Strategic Blueprint, LLC, which operates out of Gilbert, Arizona. The firm has 27 offices and 57 employees. The firm manages assets totaling $2.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Strategic Blueprint, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

2200 East Williams Road Suite 200
Gilbert, AZ 85295

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Strategic Blueprint, LLC Brokerage Details

Total Assets Under Management

$2,172,777,143

AZ Average: $3,570,121,308
Total Number of Employees

57

AZ Average: 58
Total Number of Accounts

8,013

AZ Average: 1,608
Average Account Size

$271,157

AZ Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Ryan Droeg Work History

2021 - Present (3 years)

Ryan B Droeg

2021 - Present (3 years)

Desert Grove Investments

2018 - Present (6 years)

Chandler Unified School District

2021 - 2021 (< 1 year)

United Planners Financial Services Of America, Lp

2018 - 2021 (3 years)

Sagepoint Financial, Inc

2012 - 2018 (6 years)

H.Beck, Inc

2003 - 2021 (18 years)

Droeg Financial Services

Disclosures

Please visit the SEC profile of Ryan Droeg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Blueprint, LLC

Cole Hickman
Greensboro, NC
Gregory Hanft
Atlanta, GA
Caroline Ainsworth
Charleston, SC
David Whitmore
Atlanta, GA
Ashley Madden
Greensboro, NC
Conner Bourne
Windermere, FL
Bryson Hutchings
Atlanta, GA
Justin Kizer
Charleston, SC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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