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Deborah Hanson

Bfc Planning, INC.
23 Years of Experience
Zionsville, IN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Deborah Hanson is a registered investment advisor at Bfc Planning, INC., based in Zionsville, IN, with 23 years of industry experience. Deborah 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

1455 W. Oak St., Suite C, Zionsville, IN, 46077

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History

Regulatory History (1)
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Employment Separation After Allegations
October 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Deborah owns Hanson Financial LLC, providing financial services, wealth management, and selling fixed annuities, life insurance, and long-term care, dedicating about a third of her time. She also owns The Honey Jar, a honeybee farm, and Blue Skies Lodging, a short-term cabin rental.

Employment History
Current Registrations
Bfc Planning, INC.
January 2024 - Present · 2 yrs 9 mos
Berthel Fisher & Company Financial Services, INC.
December 2011 - Present · 14 yrs 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
December 2011 - Present · 14 yrs 10 mos
Previous Registrations
Chase Investment Services CORP.
September 2008 - October 2011 · 3 yrs 1 mo
Chase Investment Services CORP.Broker
September 2008 - October 2011 · 3 yrs 1 mo
Wachovia Securities, LLCBroker
January 2008 - September 2008 · 8 mos
Wachovia Securities, LLC
January 2008 - September 2008 · 8 mos
A. G. Edwards & Sons, INC.
October 2005 - January 2008 · 2 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
July 2005 - January 2008 · 2 yrs 6 mos
Westminster Financial Securities, INC.Broker
May 2003 - May 2005 · 2 yrs
State Registrations11 states
COFLGAIAILINMINMOHVAWA
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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Deborah Hanson - Financial Advisor | TrueAdvisor