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
Blue Chip Financial Planning, LLC
By the Numbers
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Total Assets Under Management24MILLION
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Total Number of Accounts143ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, TX, WI
Financial Advisors at Blue Chip Financial Planning, LLC
1
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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