Advisor at BFC PLANNING, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BFC PLANNING, Inc.
Location
Dickinson, ND 58601
Credentials
Series 63, Series 65
Industry experience
1 year
Renae Polensky is a financial advisor at BFC Planning, Inc. with two years at the firm and one year of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she is the owner and CEO of Angel Advocates, LLC, which assists individuals with applying for Social Security benefits and health and life insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services, utilizing various platforms and strategies tailored by its advisers.
Based on BFC PLANNING, Inc.
Based on BFC PLANNING, Inc.
Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.
$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)
Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.
$150 to $400 per hour for financial planning and consulting services.
Account minimum: $25,000 Fee-only: Financial planning hourly fees $150 to $400 per hour; fixed fees $100 to $15,000; flat annual fees for ongoing planning services.
2898 5th Ave W
Dickinson, ND 58601
North Dakota
Berthel, Fisher & Company Financial Services, Inc.
2025 - Present (1 year)
BFC PLANNING, Inc.
2024 - Present (2 years)
Angel Advocates
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Dickinson, ND
Schwartz Investment Management Co.
CFP®, Series 65
Dickinson, ND
Mike Parke Investment Management, LLC
Series 63, Series 65, Series 66
Dickinson, ND
INS Capital Management, LLC
Series 66
Dickinson, ND
Hendrickson Financial Services, LLC
Series 63, Series 66
Dickinson, ND
LPL Financial
Series 66
Dickinson, ND
Cambridge Investment Research Advisors
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