Charles Manthey, financial advisor Richardson TX

Charles Manthey

CRD Number: 1675091
Current Firm: Bluechip Financial Planning, Inc.

Charles Manthey (CRD# 1675091) is an Investment Advisor Representative working at Bluechip Financial Planning, Inc. in Richardson, TX and has over 36 years of experience in the finance industry. Charles Manthey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Securities America, Inc. Richardson, TX Jan 1996 - Current 28
Bluechip Financial Planning Inc. Richardson, TX Dec 1992 - Current 31
Charles Manthey - Insurance Agent Richardson, TX Jun 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
Contact Info for Charles R. Manthey
Phone Number: 972-669-4102
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $337,790
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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