BLUE CHIP FINANCIAL PLANNING, LLC

BLUE CHIP FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 112837). Regulatory assets under management: $36.0M.

Registration

• CRD: 112837
• Type: Registered investment adviser
• Phone: 608-365-6400
• Latest filing: 2026-01-22
• Regulatory AUM: $36.0M
• Discretionary AUM: $36.0M
• Clients: 1
• Accounts: 169

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 112837 on SEC IAPD (source of record)
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