Michael L Allison
Investment adviser representative at Blueprint Financial Advisors
10 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
10 years in the industry.
- Blueprint Financial Advisors LLCAug 2025 to now
- LPL Financial LLCMar 2024 to Aug 2025
- Newedge Advisors, LLC.Mar 2024 to Aug 2025
- MML Investors Services, LLCFeb 2023 to Mar 2024
- Mass Mutual Insurance CompanyDec 2022 to Mar 2024
- Guardian Life Insurance CompanyJun 2022 to Jan 2023
- Park Avenue SecuritiesJun 2022 to Jan 2023
- LPL Financial, LLCOct 2021 to May 2022
- Independent Advisor Alliance LLCSep 2021 to May 2022
- Willow InvestmentsNov 2020 to Jul 2021
- LPL Financial LLCFeb 2020 to Dec 2020
- Linden Thomas Advisory Services, LLCJun 2018 to Dec 2019
- Linden Thomas and Company Securities, LLCJun 2018 to Dec 2019
- Wells Fargo Advisors Financial Network, LLCNov 2016 to Jun 2018
- UnemployedJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 5200617
- Firm CRD
- 315570