TrueAdvisor
TrueAdvisor
BH
BH

Brett David Heiniger

Bfc Planning, INC.
4 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Bfc Planning, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
168 advisors
Number of Clients
6,720 clients
Average Client Portfolio
$302K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$25K

Location

2404 E Empire St, #214-215, Bloomington, IL, 61704

Get directions

History

Regulatory History
Clean regulatory record

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

Brett sells fixed insurance products. This activity requires minimal time.

Employment History
Current Registrations
Bfc Planning, INC.
April 2021 - Present · 4 yrs 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
February 2021 - Present · 5 yrs
State Registrations4 states
GAILINOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.