Steven John Mrozek
Investment adviser representative at Blueprint Financial Advisors
12 yearsExperience
2 statesRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Maplewood Investments IncOct 2025 to now
- Blueprint Financial AdvisorsJul 2024 to now
- Berthel Fisher & Company Financial Services, IncJan 2014 to Jul 2024
- Bfc Planning, IncJan 2014 to Jul 2024
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 2 states (NC, PA).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2663414
- Firm CRD
- 315570