Genevieve Mar
Genevieve Mar is a registered investment advisor at Bfc Planning, INC., based in Northbrook, IL, with 29 years of industry experience. Genevieve 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
1434 Techny Rd, Northbrook, IL, 60062
Get directionsHistory
Regulatory History (12)
Customer Dispute
December 2025Customer Dispute
August 2025Customer Dispute
December 2023Customer Dispute
December 2020Customer Dispute
November 2020Customer Dispute
May 2020Customer Dispute
December 2019Customer Dispute
May 2019Customer Dispute
July 2018Customer Dispute
September 2013Customer Dispute
June 2011Employment Separation After Allegations
April 2009Other 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.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Brewer Financial Services, LLCBroker
Brewer Investment Advisors LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations22 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.