Nathan
Oltmans

Strategic Blueprint, LLC

CRD#5421975
Investment Advisor
in Raleigh, NC

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About this Advisor

Nathan Oltmans is a financial advisor based in Raleigh, North Carolina, working with Strategic Blueprint, LLC. Nathan has previously held positions at Cornerstone Wealth Management, The Strategic Financial Alliance, Inc, and Strategic Blueprint, LLC. Nathan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina. Currently, Nathan is part of Strategic Blueprint, LLC, which operates out of Raleigh, North Carolina. 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, CERTIFIED FINANCIAL PLANNER™

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

2301 Stonehenge Drive Suite 210
Raleigh, NC 27615

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Strategic Blueprint, LLC Brokerage Details

Total Assets Under Management

$2,172,777,143

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

57

NC Average: 58
Total Number of Accounts

8,013

NC Average: 1,608
Average Account Size

$271,157

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

Nathan Oltmans Work History

2019 - Present (6 years)

Strategic Blueprint, LLC

2007 - Present (18 years)

Cornerstone Wealth Management

2007 - Present (18 years)

The Strategic Financial Alliance, Inc

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Disclosures

Please visit the SEC profile of Nathan Oltmans 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

Caroline Ainsworth
Charleston, SC
David Whitmore
Atlanta, GA
Conner Bourne
Windermere, FL
Ashley Madden
Greensboro, NC
Cole Hickman
Greensboro, NC
Gregory Hanft
Atlanta, GA
Justin Kizer
Charleston, SC
Patrick Self
Peachtree Corners, GA

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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