John Charles Panter
Investment adviser representative at Blueprint Financial Advisors
16 yearsExperience
1 stateRegistered in
$1.4BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Blueprint Financial Advisors LLCMay 2026 to now
- Plan To Invest Capital Management, Inc.Jun 2010 to now
- Cim Securities, LLCJun 2010 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CO).
Blueprint Financial Advisors
Legal name: Blueprint Financial Advisors LLC
$1.4BAssets managed
2,330Clients
39Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2857712
- Firm CRD
- 315570