Kerry Judd
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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 3 more. Their firm serves 6,720 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BFC Planning offers asset management services through various platforms. Fees are based on the amount of assets managed and can vary depending on the platform and the IAR. The maximum allowable fee is 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may also incur charges from third parties, such as mutual fund expenses and IRA fees. Some platforms have minimum account sizes.
Platforms include:
- Berthel Edge
- BFC Advisory program
- American Funds Direct F-2 Share Class Program
- Institutional RIA Platform
- Variable Annuity/Variable Life Sponsors
- Envestnet’s Managed Account Solutions
- Sub-Advisory Platforms
- Held Away Accounts
Location
6925 Union Park Center, Suite 550, Cottonwood Heights, UT, 84047
Get directionsHistory
Regulatory History
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.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Knox Capital Advisors, LLC
Geneos Wealth Management, INC.Broker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
M Holdings Securities, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
MML Investors Services, INC.Broker
Merlin Equities INC.Broker
First American National Securities, INC.Broker
State Registrations5 states
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.