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Phillip Dedinsky

Bfc Planning, INC.
47 Years of Experience
North Mankato, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
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Phillip Dedinsky is a registered investment advisor at Bfc Planning, INC., based in North Mankato, MN, with 47 years of industry experience. Phillip 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

1445 Lookout Dr, North Mankato, MN, 56003

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 1996
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Phillip operates a securities and insurance business under the name Investment Management & Assoc. since 1998, dedicating nearly full-time hours to sales. He also sells fixed insurance products and owns rental property, dedicating minimal time to each.

Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
May 2024 - Present · 2 yrs 5 mos
Bfc Planning, INC.
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Securities America Advisors, INC.
November 2017 - June 2024 · 6 yrs 7 mos
Securities America, INC.Broker
November 2017 - June 2024 · 6 yrs 7 mos
Sii Investments, INC.
January 2014 - November 2017 · 3 yrs 10 mos
Sii Investments, INC.Broker
December 1996 - November 2017 · 20 yrs 11 mos
Aegon USA Securities INC.Broker
March 1994 - October 1996 · 2 yrs 7 mos
John G. Kinnard and Company, IncorporatedBroker
July 1983 - March 1994 · 10 yrs 8 mos
Dain, Bosworth IncorporatedBroker
December 1978 - July 1983 · 4 yrs 7 mos
State Registrations12 states
AZCACOFLIAMDMNMOSCSDVAWI
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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