Blue Chip Financial Planning, LLC

Blue Chip Financial Planning, LLC (CRD# 112837) is a financial advisory firm headquartered in , . They manage $23,539,008 in 143 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $164,608
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Blue Chip Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark J. Siekierski
CRD#: 2767992
Oxford, WI

Mark Siekierski (CRD# 2767992) is an Investment Advisor Representative working at Blue Chip Financial Planning, LLC in Oxford, WI and has over 27 years of experience in the finance industry.

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