JP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
87 clients
Average Client Portfolio
$176K average
Assets Under Management
$15.3M
Fee Structure
Mr. Panter is also an independent insurance agent and may recommend these services to clients, which creates a conflict of interest. All sales as an independent insurance agent pay commissions that are separate from the fees outlined in the firm's brochure. Clients always have the option to purchase investment products through other brokers or agents that are not affiliated with the Firm.
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Advisor Information
Office location
100 Fillmore Street, Suite 500, Denver, CO, 80206
Get directionsRegulatory History (1)
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Regulatory
January 2002Final
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 7 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
CO
Advisor
Exams
No exam information available for this advisor.