Jonathan Pyne
Jonathan Pyne is a registered investment advisor at Bfc Planning, INC., based in Plymouth, MN, with 30 years of industry experience. Jonathan 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
3161 Fernbrook Lane, Plymouth, MN, 55447
Get directionsHistory
Regulatory History (8)
Customer Dispute
April 2021Customer Dispute
September 2020Customer Dispute
January 2019Customer Dispute
December 2017Customer Dispute
July 2017Customer Dispute
September 2016Customer Dispute
April 2014Customer Dispute
May 2011Other 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.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Clearing Services of America, INC.Broker
1717 Capital Management CompanyBroker
W. S. Griffith & CO., INC.Broker
State Registrations11 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.