Unclaimed Profile

John Charles Panter

PLAN TO INVEST CAPITAL MANAGEMENT, INC.·GREENWOOD VILLAGE, Colorado

SIE, Series 6, Series 63, Series 6524 years registeredPLAN TO INVEST CAPITAL MANAGEMENT, INC.

8400 E. CRESCENT PARKWAY, GREENWOOD VILLAGE, CO 80111CRD# 2857712Firm CRD# 153726

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Charles Panter · GREENWOOD VILLAGE, CO

Registration

CRD #2857712 · PLAN TO INVEST CAPITAL MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

BLUEPRINT FINANCIAL ADVISORS

May 2026 – present

PLAN TO INVEST CAPITAL MANAGEMENT, INC.

Jun 2010 – present

NFP SECURITIES, INC.

Aug 2004 – Jun 2010

DENVER, CO

CAPITAL INVESTMENT MANAGEMENT

Jul 2002 – Sep 2004

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · July 22, 2002

Years registered · 24

Disclosure History

2002Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

PLAN TO INVEST CAPITAL MANAGEMENT, INC.

CRD 153726 · SEC 801-71427

AUM

$30M

Regulatory assets under management

Employees

240 client accounts

Services offered by PLAN TO INVEST CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLAN TO INVEST CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does John Charles Panter offer?

John Charles Panter specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.

What are John Charles Panter's credentials?

John Charles Panter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Charles Panter located?

John Charles Panter is based in GREENWOOD VILLAGE, Colorado, working with PLAN TO INVEST CAPITAL MANAGEMENT, INC.. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.

How does John Charles Panter charge for services?

John Charles Panter's firm is compensated through percentage of aum, hourly charges, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLAN TO INVEST CAPITAL MANAGEMENT, INC.?

PLAN TO INVEST CAPITAL MANAGEMENT, INC. has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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