![Charles Manthey, financial advisor Richardson TX](/img/ws/profile-blank-sq.png)
Charles Manthey (CRD# 1675091) is an Investment Advisor Representative working at Bluechip Financial Planning, Inc. in Richardson, TX and has over 36 years of experience in the finance industry. Charles Manthey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Kourtney Childress, financial advisor Richardson TX](/img/ws/profile-blank-sq.png)
CRD# 4575181
Edward Jones
![John Harmel, financial advisor Richardson TX](/img/ws/profile-blank-sq.png)
CRD# 3016652
State Farm Investment Management Corp.
![Jimmy Holcomb, financial advisor Richardson TX](/img/ws/profile-blank-sq.png)
CRD# 1742206
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Richardson, TX | Jun 2024 - Current | < 1 |
Bluechip Financial Planning Inc. | Richardson, TX | Dec 1992 - Current | 31 |
Charles Manthey - Insurance Agent | Richardson, TX | Jun 1992 - Current | 32 |
Securities America, Inc. | Richardson, TX | Jan 1996 - Jun 2024 | 28 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1987 |
- TX
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts76ACCOUNTS
-
Average Account Value$435,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.