Blue Chip Financial Planning, LLC
Blue Chip Financial Planning, LLC (CRD# 112837) is a financial advisory firm headquartered in , . They manage $14,109,575 in 47 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$300,204
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mark Siekierski (CRD# 2767992) is an Investment Advisor Representative working at Blue Chip Financial Planning, LLC in Beloit, WI and has over 21 years of experience in the finance industry. Mark Siekierski 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.