John Charles Panter
Advisor at Blueprint Financial Advisors — Denver, CO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Denver, CO 80206
Blueprint Financial Advisors
Multi-team
John Panter is a financial advisor at Blueprint Financial Advisors in Denver, CO, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Plan to Invest Capital Management, Inc. and CIM Securities, LLC. Outside of advising, he has a 25% ownership interest in a farm rental and production business and also works as an independent insurance agent. Blueprint Financial Advisors is a multi-advisor SEC-registered firm serving individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm manages approximately $1.4 billion in assets, offering diversified portfolios combined with a proprietary strategic-and-tactical investment framework.
Based on Blueprint Financial Advisors
Based on Blueprint Financial Advisors
One-time flat fee option available for financial planning and consultation services; negotiated and agreed prior to engagement
Under $1,000,000 - $1,000,000: 1.75% $1,000,001 - $2,000,000: 1.50% $2,000,001+: 1.25%
Certain Principals and employees may receive commissions from life and disability insurance products; clients are notified in advance and will not pay both commissions and management fees on same assets
Hourly charges offered for financial planning and consultation services; specific rates negotiated and agreed prior to engagement
Retainer fees for financial planning and consultation services billed annually, semi-annually, or quarterly; negotiated and agreed prior to engagement
Minimum fee: $100 quarterly minimum fee for accounts under $1,000,000 (may be charged at discretion of Adviser or lower asset-based fee) Fee-only: Investment advisory services fees based on asset tiers and negotiable fees for financial planning services
Denver, CO
100 Fillmore St, Suite 500
Denver CO 80206
Advisors at this office
1
Colorado
27 years of industry experience
Blueprint Financial Advisors LLC
2026 - Present • 1 year
Charlotte, NC
Plan to Invest Capital Management, Inc.
2010 - Present • 16 years
Denver, CO
CIM Securities, LLC
2010 - 2018 • 8 years
Denver, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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