Victor Guettlein, CFP®

Arvada, Colorado, 80004
advisor

Member Since 2006

Only one measure of investment success matters: confidently achieving your financial dreams and goals! If you desire trustworthy financial advice, investment strategies that actually work, and ongoing service geared toward helping you achieve a secure retirement income, then give us a call today.
Contact Victor
 
 

My Location

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 Background Information

  • Years of Financial Experience

    • 17

  • Education

    • Regis University (BS in Business & Finance)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • Financial Planning Association

  • Methods of Compensation

    • Financial Planning: Asset-based fee, Hourly fee, Fixed fee, Commissions (Insurance)
    • Investment Services: Asset-based fee

  • Primary Custodian(s)

    • Equity Trust
    • TD Ameritrade Institutional
    • FTJ FundChoice

  • Types of Financial Reports

    • Performance Report (Quarterly)
    • Market Environment Report
    • Custodial Report (Quarterly)
    • Newsletter (Quarterly)

  • Additional Business Practices

    • I work with remote clients over the telephone and Internet
    • I review my clients' financial plans with them
    • I review my clients' investment portfolios with them
 

  • Registration & Licensing

    • Registered Investment Advisor
    • CRD/IARD Number: 113699
    • Securities Registrations: Series 65
    • Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health

  • Company Names

    • Registered Investment Advisor: Blueprint Financial Services
    • Broker/Dealer: None

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Planning Services

    • Financial Planning, Retirement, Investment Plans & Asset Allocation Advice

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios, 401k Services including plan service and model portfolio development. Services are structured to offer compliance with 404c and other Safe Harbors afforded under the 2007 PPA.

  • Investment Products

    • Mutual Funds

  • Insurance Products

    • Life, Fixed Annuity, Long-Term Care, Disability Income, Health
 
Contact Victor
 
Visit Website - http://www.blueprintfinancialservices.com
Paladin Registry

Minimum Asset Requirement

  • $100,000

Types of Clients

  • Individuals & Families
  • Businesses
  • Corporate Pension Funds
  • Nonprofit Organizations

Professional Services

  • Planning
  • Investment Advice
  • Money Management
  • Insurance