Mason Cole Bachelor
Investment adviser representative at Strategic Blueprint, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
Are you Mason Cole Bachelor? Claim your profile
Contact this firm
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
13 years in the industry.
- Strategic Blueprint, LLCAug 2022 to now
- Benko Financial ServicesMar 2022 to Aug 2022
- Northwestern MutualJan 2022 to Mar 2022
- University of GeorgiaAug 2017 to Dec 2021
- Union Grove High SchoolAug 2013 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7467203
- Firm CRD
- 284840