TrueAdvisor
TrueAdvisor
JM
JM

Jon Mesmer

Bfc Planning, INC.
34 Years of Experience
Aberdeen, SD
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jon Mesmer is a registered investment advisor at Bfc Planning, INC., based in Aberdeen, SD, with 34 years of industry experience. Jon 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
231 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

115 N. Roosevelt Street, Aberdeen, SD, 57401

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jon sells fixed life insurance products, and potentially long-term care and disability insurance, through Financial Partners LLC since 2015. He also works as an investment advisor representative, dedicating nearly full-time hours to selling investment products.

Employment History
Current Registrations
Bfc Planning, INC.
December 2013 - Present · 12 yrs 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
December 2002 - Present · 23 yrs 10 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
December 2002 - December 2013 · 11 yrs
AXA Advisors, LLC
June 2002 - December 2002 · 6 mos
AXA Advisors, LLCBroker
May 2002 - December 2002 · 7 mos
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - January 2002 · 1 yr 1 mo
Wells Fargo Investments, LLCBroker
December 2000 - January 2002 · 1 yr 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
June 2000 - December 2000 · 6 mos
Primevest Financial Services, INC.Broker
September 1998 - June 2000 · 1 yr 9 mos
Washington Square Securities, INC.Broker
January 1997 - September 1998 · 1 yr 8 mos
Aal Capital Management CorporationBroker
October 1991 - January 1997 · 5 yrs 3 mos
State Registrations12 states
AZCAFLIAKSKYMNMONDNESDTX
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 Aberdeen, SD →All financial advisors in South Dakota →