John C. Panter

PLAN TO INVEST CAPITAL MANAGEMENT

Denver, CO 80206

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CRD#: 2857712

Professional summary

John Charles Panter is a registered financial advisor currently at PLAN TO INVEST CAPITAL MANAGEMENT, INC. located in Denver, Colorado and BLUEPRINT FINANCIAL ADVISORS located in Denver, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. John has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Panter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 15, 2010 - Present

PLAN TO INVEST CAPITAL MANAGEMENT, INC.

Office #1: 100 Fillmore Street Suite 500, Denver, CO 80206

RIA

CRD#: 153726

Denver, CO

Current

May 7, 2026 - Present

BLUEPRINT FINANCIAL ADVISORS

Office #1: 100 Fillmore St, Suite 500, Denver, CO 80206

RIA

CRD#: 315570

Denver, CO

Past

June 28, 2010 - February 27, 2019

CIM SECURITIES, LLC

CRD#: 120852

PALMER, AK

Past

August 2, 2004 - June 7, 2010

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

DENVER, CO

Past

July 9, 2004 - June 7, 2010

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DENVER, CO

Past

September 12, 2002 - July 12, 2004

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

KNOXVILLE, TN

Past

July 22, 2002 - September 1, 2004

CAPITAL INVESTMENT MANAGEMENT

RIA

CRD#: 109924

DENVER, CO

Past

November 20, 1998 - September 6, 2002

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/15/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/27/2003

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/15/2002

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/17/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUEPRINT FINANCIAL ADVISORS

CRD#: 315570 / SEC#: 801-121848

RIA

Registered Investment Advisory firm - (7/23/2021 Approved)

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Contact information

Main Address

1100 Kenilworth Ave Suite 210, Charlotte, NC 28204

Mailing Address

Phone number

(844) 200-2568

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFA FORM ADV 2A (JULY 15, 2025) (7/15/2025)

Regulatory assets under management

Total Number of Accounts	1,298
AUM (Assets Under Management)	$ 201,503,941

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

John C. Panter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Charles Panter's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT FINANCIAL ADVISORS

CIM SECURITIES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

SECURITIES SERVICE NETWORK, LLC

CAPITAL INVESTMENT MANAGEMENT

SECURITIES AMERICA, INC.

Primary Firm SEC Registration

BLUEPRINT FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 63

Date: 10/27/2003

Series 65

Date: 5/15/2002

SIE

Date: 10/1/2018

Series 6

Date: 11/17/1998

Current Firm

BLUEPRINT FINANCIAL ADVISORS

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT FINANCIAL ADVISORS

TRUST BUT VERIFY

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