Karen Ann Walsh
Investment adviser representative at Strategic Blueprint, LLC
19 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 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 assetsHourlySubscriptionFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Strategic Blueprint, LLCFeb 2025 to now
- The Strategic Financial Alliance, Inc.Feb 2025 to now
- Haines FinancialJul 2007 to now
- Osaic Wealth, Inc.Aug 2024 to Feb 2025
- Triad Hybrid Solutions, LLCNov 2014 to Feb 2025
- Triad Advisors, Inc.Nov 2014 to Aug 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NC).
Strategic Blueprint, LLC
$2.5BAssets managed
3,506Clients
54Advisers
9 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
- 2689717
- Firm CRD
- 284840