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Data and Engagement

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BrightPlan LLC is an SEC-registered investment adviser that offers digital and human investment advice to US residents. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. Please see the BrightPlan ADV for additional important information. BrightPlan is neither registered with any international agency to provide, nor does it provide, any investment advice to non-U.S. residents. Financial advisors may be made available through unaffiliated third parties. All investing involves risk, including the loss of principal. Past performance does not guarantee future results. BrightPlan is a trademark of BrightPlan LLC, registered in the U.S. Patent and Trademark Office. Board of Directors are of BrightPlan Group, Inc., the parent of BrightPlan LLC. BrightPlan is certified by the Center for Fiduciary Excellence, LLC ("CEFEX") as having met their standards for Fiduciary Practices for Investment Advisors. It is not known whether the listed customers approve of BrightPlan or the advisory services provided. The customers represented herein were not chosen based on any performance-related criteria but were chosen based upon the level of employee usage of BrightPlan's financial wellness program. Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm.

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Download PDF:Data and Engagement

Download PDF:

Download PDF:
Data and Engagement