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Company: BrightPlan, LLC |
Registration No: CFX10595 |
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Address: 333 W San Carlos Street, 6th Floor, San Jose, CA, 95110, United States |
View Certificate |
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Web Site: http://www.brightplan.com |
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Registration Type: Investment Advisor Certification |
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Program: Automated comprehensive personalized financial planning on non-managed assets of US corporate employees and investment advice on their 401(k) plan participant account asset allocation and fund selection. |
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Current Registration Date: 06/19/2025 |
Initial Registration Date: 10/19/2017 |
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Independent Assessment Reports. Click to download and save to your fiduciary file. |
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Registered Sites:
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If you have a complaint about a CEFEX-certified Investment Advisory firm, please click here to download our complaint procedure.
CEFEX, Centre for Fiduciary Excellence
2 Chatham Center
Pittsburgh, PA 15219
Sales: 866-390-5080
Support: 844-394-9960