Ann
Bollinger
Blueprint Partners LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ann Bollinger is a financial advisor based out of Traverse City, Michigan with 2 years of industry experience. Bollinger is on the advisory team at Blueprint Partners LLC. During their career, Bollinger has held roles at Traverse City State Bank, Independent Bank, Boann, LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Blueprint Partners, LLC and Lincoln Financial Advisors. Bollinger maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Michigan. Blueprint Partners LLC is an advisory business operating out of Traverse City, MI. It administers $155 million in assets among its 606 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 606 accounts, just 14% are associated with high-net-worth individuals who have more than $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on the type of services provided. However, fee types billed by Blueprint Partners LLC likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Blueprint Partners LLC Brokerage Details
$155,000,000
4
606
$255,776
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ann Bollinger Work History
Ann has been registered as a financial advisor for 2 years.*
Blueprint Partners, LLC
Lincoln Financial Advisors
Independent Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Independent Bank
Boann, LLC
Traverse City State Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ann Bollinger 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 Blueprint Partners LLC
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
