Paul Goenner
Paul Goenner is a registered investment advisor at Bfc Planning, INC., based in Clear Lake, MN, with 28 years of industry experience. Paul 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
Clear Lake, MN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is the treasurer for the Township of Clear Lake and St. Marcus Cemetery Board. He also works as an agent for Creative One and IFC National Marketing, marketing fixed insurance products, and owns Insurand Wealth Planning, an investment and insurance business, taking nearly full-time.
Employment History
Current Registrations
Securities Management & Research, INC.Broker
Bfc Planning, INC.
Previous Registrations
Proequities, INC.Broker
Investment Advisors
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
H.D. Vest Investment ServicesBroker
United Equity Securities, LLCBroker
PFS Investments INC.Broker
State Registrations3 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.