Michelle Bryant has been an investment adviser representative at BluePrint Investing since November 2024, and is not listed among the firm’s executive officers or direct owners. Michelle Bryant holds an MBA from the University of Colorado at Colorado Springs.
Blueprint Investing LLC is a San Francisco, CA firm with $436M under management, 42 clients and 2 advisers across 3 offices, as of its July 2026 filing.
Michelle Bryant is Financial Planner of BluePrint Investing LLC. She serves as a direct financial planning resource for clients and helps Bob track financial planning goals and analyze clients' financial positions. Before joining the firm, she worked closely with advisors and clients on comprehensive financial plans.
- Blueprint Investing LLCCurrent– present · 1 yearAnaconda, MT · Adviser representative · Firm CRD 151422
Professional designations
Listed by BluePrint Investing
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michelle Bryant is registered as an investment adviser representative in 3 states. The first approvals date from November 2024; the most recent is Montana, in July 2026.
- MontanaSince 2 July 2026
- TexasSince 21 October 2025
- WashingtonSince 14 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 19 February 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 October 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michelle Mee Kyung Bryant
- CRD
- 6634156
- Firm
- BluePrint Investing · CRD 151422
- Office
- Anaconda, MT
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blueprintinvest.com
Where does Michelle Bryant work?
Michelle Bryant is an investment adviser representative registered through Blueprint Investing LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michelle Bryant a financial advisor?
Yes. Michelle Bryant has a current investment-adviser registration in Montana, Texas and Washington, through BluePrint Investing since November 2024.
How many years of experience does Michelle Bryant have?
Michelle Bryant has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Michelle Bryant passed?
Michelle Bryant has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in October 2018.
Where is Michelle Bryant based?
Michelle Bryant’s registered office is in Anaconda, MT.
Is Michelle Bryant registered with FINRA?
No. Michelle Bryant has no current broker registration.
Is Michelle Bryant a CFP?
BluePrint Investing lists Michelle Bryant with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Michelle Bryant, Financial Planner biography, blueprintinvest.com
How can I verify Michelle Bryant’s record?
Search CRD 6634156 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michelle Bryant’s full registration record.