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Genevieve Mar

Bfc Planning, INC.
30 Years of Experience
Northbrook, IL
12 DisclosuresBrokerSells Insurance
View SEC Summary
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Genevieve Mar is a registered investment advisor at Bfc Planning, INC., based in Northbrook, IL, with 30 years of industry experience. Genevieve 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

1434 Techny Rd, Northbrook, IL, 60062

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History

Regulatory History (12)
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
December 2025
Pending
Customer Dispute
August 2025
Closed-No Action
Customer Dispute
December 2023
Settled
Customer Dispute
December 2020
Closed-No Action
Customer Dispute
November 2020
Settled
Customer Dispute
May 2020
Closed-No Action
Customer Dispute
December 2019
Closed-No Action
Customer Dispute
May 2019
Award / Judgment
Customer Dispute
July 2018
Settled
Customer Dispute
September 2013
Settled
Customer Dispute
June 2011
Award / Judgment
Employment Separation After Allegations
April 2009
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Genevieve is an investment advisor representative with M-G Financial since 1995, spending about 10-20% of her time on general securities sales. She also manages a trust, serves on the financial steering committee for a church, and is a board member for an import/export business.

Employment History
Current Registrations
Bfc Planning, INC.
October 2024 - Present · 2 yrs
Berthel Fisher & Company Financial Services, INC.
November 2010 - Present · 15 yrs 11 mos
Berthel, Fisher & Company Financial Services, INC.Broker
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
Brewer Financial Services, LLCBroker
May 2009 - November 2010 · 1 yr 6 mos
Brewer Investment Advisors LLC
May 2009 - November 2010 · 1 yr 6 mos
Woodbury Financial Services, INC.
October 2004 - April 2009 · 4 yrs 6 mos
Woodbury Financial Services, INC.Broker
January 1997 - April 2009 · 12 yrs 3 mos
PFS Investments INC.Broker
June 1996 - January 1997 · 7 mos
State Registrations22 states
AZCACOFLGAIDILINMAMDMIMNMONCNJNVNYPATXWAWIWY
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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