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Jonathan Pyne

Bfc Planning, INC.
31 Years of Experience
Plymouth, MN
8 DisclosuresBrokerSells Insurance
View SEC Summary
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Jonathan Pyne is a registered investment advisor at Bfc Planning, INC., based in Plymouth, MN, with 31 years of industry experience. Jonathan 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

3161 Fernbrook Lane, Plymouth, MN, 55447

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History

Regulatory History (8)
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 2021
Settled
Customer Dispute
September 2020
Settled
Customer Dispute
January 2019
Settled
Customer Dispute
December 2017
Settled
Customer Dispute
July 2017
Closed-No Action
Customer Dispute
September 2016
Settled
Customer Dispute
April 2014
Settled
Customer Dispute
May 2011
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jonathan is a registered representative with Evergreen Financial Group for securities sales since 2007, dedicating nearly full-time hours. He is also an insurance sales representative since 1995, selling term insurance.

Employment History
Current Registrations
Bfc Planning, INC.
June 2016 - Present · 10 yrs 4 mos
Berthel Fisher & Company Financial Services, INC.
January 2014 - Present · 12 yrs 9 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2007 - Present · 19 yrs 8 mos
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
August 2003 - February 2007 · 3 yrs 6 mos
Clearing Services of America, INC.Broker
August 1999 - September 2003 · 4 yrs 1 mo
1717 Capital Management CompanyBroker
March 1997 - August 1999 · 2 yrs 5 mos
W. S. Griffith & CO., INC.Broker
April 1995 - March 1997 · 1 yr 11 mos
State Registrations11 states
AZCAFLIAINMDMNNCNVSDWI
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.
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