TrueAdvisor
TrueAdvisor
KJ
ChFC
KJ
ChFC

Kerry Judd

Bfc Planning, INC.
36 Years of Experience
Cottonwood Heights, UT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kerry Judd is a ChFC-designated registered investment advisor at Bfc Planning, INC., based in Cottonwood Heights, UT, with 36 years of industry experience. Kerry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6925 Union Park Center, Suite 550, Cottonwood Heights, UT, 84047

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Kerry is an associate real estate broker with Momentum Real Estate, LLC since 2022, dedicating about a quarter of their time. Kerry is also a CPA doing tax consulting and preparation since 1979, dedicating a few hours per week. Additionally, Kerry works as an advisor for White Pine Asset Management, focusing on investments and insurance, dedicating a few hours per week.

Employment History
Current Registrations
Bfc Planning, INC.
May 2016 - Present · 10 yrs 5 mos
Berthel Fisher & Company Financial Services, INC.
January 2013 - Present · 13 yrs 9 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2013 - Present · 13 yrs 9 mos
Previous Registrations
Metlife Securities INC.
March 2010 - January 2013 · 2 yrs 10 mos
Metlife Securities INC.Broker
February 2010 - January 2013 · 2 yrs 11 mos
Knox Capital Advisors, LLC
January 2006 - February 2010 · 4 yrs 1 mo
Geneos Wealth Management, INC.Broker
January 2006 - June 2009 · 3 yrs 5 mos
M Holdings Securities, INC.
March 2004 - January 2006 · 1 yr 10 mos
M Holdings Securities, INC.Broker
March 2004 - January 2006 · 1 yr 10 mos
M Holdings Securities, INC.
March 2004 - March 2004 · 0 mos
Lincoln Financial Advisors Corporation
January 2000 - March 2004 · 4 yrs 2 mos
Lincoln Financial Advisors CorporationBroker
January 2000 - March 2004 · 4 yrs 2 mos
The Lincoln National Life Insurance CompanyBroker
January 2000 - March 2004 · 4 yrs 2 mos
MML Investors Services, INC.Broker
April 1991 - January 2000 · 8 yrs 9 mos
Merlin Equities INC.Broker
May 1989 - June 1990 · 1 yr 1 mo
First American National Securities, INC.Broker
February 1989 - April 1989 · 2 mos
State Registrations5 states
HINVORTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Cottonwood Heights, UT →All financial advisors in Utah →