Bryan Carson Woodell
Investment adviser representative at Blueprint Financial Advisors
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Blueprint Financial Advisors LLCJan 2026 to now
- Maplewood Investments IncJan 2026 to now
- Hornor Townsend & Kent IncSep 2018 to Jan 2026
- Penn Mutual Life Insurance CoSep 2018 to Jan 2026
- Pruco Securities, LLCFeb 2018 to Aug 2018
- Rodan+fieldsApr 2017 to Feb 2018
- United PaintingOct 2016 to Apr 2017
- Fellowship of Christian AtheletesAug 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 2974597
- Firm CRD
- 315570