Christopher
Millward

Blueprint Partners LLC

CRD#4683673
Investment Advisor
in Traverse City, MI

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About this Advisor

Christopher Millward is a financial advisor based in Traverse City, Michigan, working with Blueprint Partners LLC. Christopher has previously held positions at Lincoln Financial Advisors and Blueprint Partners, LLC. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Michigan. Currently, Christopher is part of Blueprint Partners LLC, which operates out of Traverse City, Michigan. The firm has 6 employees and manages assets totaling $195.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Blueprint Partners LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

10238 E Cherry Bend Rd
Traverse City, MI 49684

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Blueprint Partners LLC Brokerage Details

Total Assets Under Management

$195,136,000

MI Average: $943,424,332
Total Number of Employees

6

MI Average: 21
Total Number of Accounts

308

MI Average: 1,586
Average Account Size

$633,558

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Millward Work History

2021 - Present (3 years)

Blueprint Partners, LLC

2012 - 2021 (9 years)

Lincoln Financial Advisors

Disclosures

Please visit the SEC profile of Christopher Millward 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

Christopher Millward
Traverse City, MI
Ann Bollinger
Traverse City, MI
Stacy Hendrickson
Traverse City, MI
Jonathan Gruber
Traverse City, MI

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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