Unclaimed Profile

Charles Richard Manthey

BLUECHIP FINANCIAL PLANNING, INC.·RICHARDSON, Texas

SIE, Series 7, Series 24, Series 63CFPClean record30 years registeredBLUECHIP 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. · 30 years registered

Brand Profile

Not yet started

Career History

BLUECHIP FINANCIAL PLANNING, INC.

Jun 1997 – present

BTS ASSET MANAGEMENT, INC.

Aug 1996 – Dec 2003

RICHARDSON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 15, 1996

Years registered · 30

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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