Kevin Koslofski
Kevin Koslofski is a registered investment advisor at Bfc Planning, INC., based in Forsyth, IL, with 27 years of industry experience. Kevin 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
332 W Marion Ave, Suite 1, Forsyth, IL, 62535
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Kevin provides baseball instruction from November to April and coaches baseball in June and July, dedicating about half his time to the latter. He also sells fixed insurance products, dedicating a few hours per week, and serves as treasurer for St. Paul's Lutheran Church Foundation, spending minimal time on it.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel Fisher & Company Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
Thrivent Investment Management INC.Broker
State Registrations18 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.