Luis Miguel Dieguez
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 AdvisorsJan 2026 to now
- Maplewood Investments IncJan 2026 to now
- Hornor, Townsend, & Kent LLCOct 2023 to Jan 2026
- Penn Mutual Life Insurance CompanySep 2023 to Jan 2026
- AllstateJan 2022 to Sep 2023
- Nylife Securities LLCMay 2020 to Jan 2022
- New York Life Insurance CoApr 2020 to Jan 2022
- Massmutual CarolinasJan 2020 to Mar 2020
- Massmutual Life Insurance CoMar 2019 to Mar 2020
- MML Investors Services, LLCMar 2019 to Mar 2020
- Massmutual DfwMar 2019 to Dec 2019
- Guardian Life Insurance CompanyJan 2018 to Mar 2019
- Park Avenue SecuritiesJan 2018 to Mar 2019
- Opes One AdvisorsJan 2018 to Feb 2019
- MML Investors Services, LLCOct 2017 to Dec 2017
- SpectrumAug 2017 to Dec 2019
- Massachusetts Mutual Life Insurance CompanyJul 2017 to Dec 2017
- Park Avenue Securities LLCAug 2014 to Jun 2017
- Smartwealth LLCAug 2012 to Jul 2017
- Guardian Life Insurance CoAug 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
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
- 6132078
- Firm CRD
- 315570