Christopher
Millward
Blueprint Partners LLC
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About this Advisor
Christopher Millward is a financial advisor working in Traverse City, Michigan with 2 years of relevant experience. Millward is an advisor for Blueprint Partners LLC. Their career trajectory has included roles at Lincoln Financial Advisors and Blueprint Partners, LLC. Millward has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Michigan. Blueprint Partners LLC is an advisory business based out of Traverse City, MI. It controls $155 million in total assets between its 606 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Of its 606 customer accounts, just 14% are associated with high-net-worth individuals who have greater than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Blueprint Partners LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Christopher Millward Work History
Christopher has been registered as a financial advisor for 2 years.*
Blueprint Partners, LLC
Lincoln Financial Advisors
*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 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
Traverse City, MI
Traverse City, MI
Traverse City, MI
Traverse City, MI
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