Brian Versey
Brian Versey is a registered investment advisor at Blueprint Financial Advisors, based in Green Bay, WI, with 18 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 2,330 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
All fees are negotiable. Assets are combined at the household level for determining the fee. Accounts under $1,000,000 may be subject to a quarterly minimum fee of $100.
Fee Estimator
Location
2300 Riverside Drive, Green Bay, WI, 54301
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
Brian co-owns Vital Safety Systems, LLC (video and security cameras) and JBJN Rentals, LLC (storage units), dedicating minimal time to each. Brian is also an insurance agent with Blueprint Insurance Services, selling and servicing insurance and fixed annuity products a few hours per week.
Employment History
Current Registrations
Blueprint Financial Advisors
Previous Registrations
Navigen Wealth Management
Main Street Investment Management, LLC
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.
Exams
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