Unclaimed Profile

Charles Richard Manthey

BLUECHIP FINANCIAL PLANNING, INC.·RICHARDSON, Texas

BLUECHIP FINANCIAL PLANNING, INC.

2435 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 1675091Firm CRD# 114944

Profile Verification

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

Identity

Charles Richard Manthey · RICHARDSON, TX

Registration

CRD #1675091 · BLUECHIP FINANCIAL PLANNING, INC.

Brand Profile

Not yet started

Disclosure history

Disclosure history pending

About

Charles Richard Manthey is a registered financial advisor based in RICHARDSON, Texas, affiliated with BLUECHIP FINANCIAL PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

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Firm Overview

Firm

BLUECHIP FINANCIAL PLANNING, INC.

AUM

—

Regulatory assets under management

Employees

—

Total firm employees

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Background

Compensation

Compensation details will be added during enrichment.

Regulatory

SEC/IARD CRD# 1675091

Firm CRD# 114944

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Frequently Asked Questions

What services does Charles Richard Manthey offer?

Charles Richard Manthey is a registered financial advisor in RICHARDSON, Texas. Contact their office for details on services offered.

What are Charles Richard Manthey's credentials?

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

Where is Charles Richard Manthey located?

Charles Richard Manthey is based in RICHARDSON, Texas, working with BLUECHIP FINANCIAL PLANNING, INC.. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.

How large is BLUECHIP FINANCIAL PLANNING, INC.?

BLUECHIP FINANCIAL PLANNING, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.

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