Victor Guettlein
Victor Guettlein is a CFP-designated registered investment advisor at Blueprint Financial Services, based in Arvada, CO, with 25 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 64 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee not to exceed 3%. Minimum fee of $3,000 per year. Fees may be negotiable.
Fee Estimator
Location
6355 Ward Road, Suite 306, Arvada, CO, 80004
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Victor is a sole proprietor and insurance agent, selling insurance since 1993. He dedicates minimal time to this activity.
Employment History
Current Registrations
Blueprint Financial Services
Previous Registrations
Wealthsource® Partners, LLC
Blueprint Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.