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
Fort Dodge, IA 50501
Credentials
Series 63, Series 65
Industry experience
49 years
Ongoing financial and investment planning services offered for a flat annual fee; exact amounts not specified
Up to 2.5% annually (maximum allowable fee for asset management services, actual fee negotiated and varies by IAR and program)
Some IARs may also receive commissions as registered representatives for brokerage or insurance products; conflicts disclosed
Financial planning and consulting services hourly rate ranges from $150 to $400 per hour, depending on IAR
Account minimum: $25,000 (minimum account size for Berthel Edge program; may be waived under certain circumstances) Fee-only: Financial planning services offered under fixed fee arrangement ($100 minimum, up to $15,000 maximum; exact fee negotiated)
BFC Planning, Inc.
2019 - Present (7 years)
Securities Management & Research, Inc.
2019 - Present (7 years)
Broker Dealer Financial Services Corp.
1999 - 2018 (19 years)
Iowa Commodities, Ltd.
1980 - Present (46 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 66
Fort Dodge, IA
Edward Jones
Series 66
Fort Dodge, IA
Edward Jones
Series 66
Fort Dodge, IA
VisionX Wealth Partners
Series 65
Fort Dodge, IA
Northwest Wealth Management, LLC
ChFC®, Series 63
Fort Dodge, IA
SPC
Series 66
Fort Dodge, IA
LPL Financial
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