Victor Guettlein, CFP®
Arvada, Colorado, 80004
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.
My Location
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, Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Fixed fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- FTJ FundChoice
- TD Ameritrade Institutional
- Morningstar Investment Services
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report
- Custodial Report (Quarterly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them quarterly, semi-annually, annually and upon request
Registration & Licensing
- 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
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
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, Performance Reporting, Tax Efficient Strategies, 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
Visit Website - http://www.blueprintfinancialservices.com
