John Charles Panter

Plan to Invest Capital Management, INC.

27 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Plan to Invest Capital Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

87 clients

Average Client Portfolio

$176K average

Assets Under Management

$15.3M

Location

100 Fillmore Street, Suite 500, Denver, CO, 80206

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History

Regulatory History (1)

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Regulatory

January 2002

Final

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Other Business ActivitiesSells Insurance

John has a 25% ownership in a farm rental and farm production business, receiving compensation from rental and farm product sales. He is also an independent insurance agent, spending a few hours per week on this investment-related activity.

Employment History

Current Registrations

Plan to Invest Capital Management, INC.

June 2010 - Present · 15 yrs 8 mos

Previous Registrations

Cim Securities, LLCBroker

June 2010 - February 2019 · 8 yrs 8 mos

NFP Securities, INC.

August 2004 - June 2010 · 5 yrs 10 mos

NFP Securities, INC.Broker

July 2004 - June 2010 · 5 yrs 11 mos

Securities Service Network, INC.Broker

September 2002 - July 2004 · 1 yr 10 mos

Capital Investment Management

July 2002 - September 2004 · 2 yrs 2 mos

Securities America, INC.Broker

November 1998 - September 2002 · 3 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.