Platform affiliation · Adviser / wealth-management
Plan to Invest Capital Management
Transaction overview
Status: Reported joined
Exact closing date not established.
Blueprint reported that John Panter, doing business as Plan to Invest Capital Management in Denver, joined its wealth-adviser network. The named financial-planning and wealth-management practice continues to serve clients with support from Blueprint’s platform.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Plan to Invest Capital Management Joins Blueprint Financial Advisors ↗
Blueprint Financial Advisors · Published Aug 24, 2026
Reports the named practice joining Blueprint’s wealth-adviser network and describes its continuing business and platform relationship. The publication date is the announcement date; an exact joining or closing day is not separately stated.