Kevin
Ebbink

Strategic Blueprint, LLC

CRD#4909214
Investment Advisor
in Winston Salem, NC

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About this Advisor

Kevin Ebbink is a financial advisor based out of Winston Salem, North Carolina with 2 years of industry experience. Ebbink is currently employed by Strategic Blueprint, LLC. Over the course of their career, Ebbink has held roles at Strategic Blueprint, LLC and Compass Financial Services. Ebbink has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in North Carolina. Strategic Blueprint, LLC is a financial advisory firm that has its headquarters in Atlanta, GA. The company has offices in 25 locations and a total of 52 people on staff. It has $2 billion in assets under management between its 6,839 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 6,839 accounts, 20% are associated with high-net-worth clients who have at least $1 million in investable assets. The business performs a broad range of services, such as 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. A financial advisor's fees vary depending on which services the firm provides the client. However, fee types charged by Strategic Blueprint, LLC can include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

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

108 Cambridge Plaza Dr Suite B
Winston Salem, NC 27104

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Strategic Blueprint, LLC Brokerage Details

Total Assets Under Management

$1,647,105,154

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

52

NC Average: 58
Total Number of Accounts

6,839

NC Average: 1,608
Average Account Size

$240,840

NC 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

Kevin Ebbink Work History

Kevin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Strategic Blueprint, LLC

2004 - Present (20 years)

Compass Financial Services

*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 Kevin Ebbink 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

Salvatore Picciallo
Staten Island, NY
David Whitmore
Atlanta, GA
Ashley Madden
Greensboro, NC
Donald Johnson
Fairfax, VA
Martin Sergi
North Charleston, SC
Julie Sullivan
Atlanta, GA
Patrick Self
Peachtree Corners, GA
Tammy Sartain
Clemson, SC

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.

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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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