• Home
  • About Us
    • Our Mission
    • Our Associates
    • Our Location
    • Areas of Service
    • Ideal Client Profile
    • Job Opportunities
    • In The News
    • Tell A Friend
  • Learning Center
    • Articles
    • Calculators
    • Newsletters
    • Glossary
  • Market Watch
    • Detailed Quote
    • Symbol Lookup
    • Multi Quote
    • Markets at a Glance
    • Charting
    • Portfolio
  • Request A Quote
    • Long-Term Care Insurance  
    • Life Insurance  
    • Disability Insurance  
    • 401(k)  Information Request
    • Information Request
  • Contact Us

Associates

Stephen Blum, CFP, AEP, CLU, ChFC

Julian "Ty" Reynolds, CRPS, CRPC, CFS

Julie Chapman

Rachel Paine

About Us
  • Our Mission
  • Our Associates
  • Our Location
  • Areas of Service
  • Ideal Client Profile
  • Job Opportunities
  • In The News
  • Tell A Friend
Contact Us

14900 Landmark Blvd. Suite 650
Dallas, TX 75254

Phone: (214) 727-6000
Fax: (866) 913-8315

sjblum@awealthplan.com
Map and Directions

 Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's Broker/Dealer, Registered Investment Adviser, or Registered Representative or Investment Adviser Representative requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's Broker/Dealer, Registered Investment Adviser, Registered Representative or Investment Adviser Representative requirements, or pursuant to an applicable state exemption or exclusion.

The information on this website is intended for use only by residents of the states listed below. Securities related services may not be provided to individuals residing in any state not listed.

 

We are licensed to sell Insurance Products in the following states:
TX, NY, CA, GA, IL, KS, VA

We are registered to sell Securities in the following states:
TX, NY, CA, GA, IL, KS, VA

Strategic Wealth Planning is not a subsidiary of nor controlled by ING Financial Partners.

Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC.

[ Online Privacy Policy | Important Disclosures | Privacy Promise | Order Routing Disclosure ]