Dennis
Rasmusson
Bfc Planning, Inc
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About this Advisor
Dennis Rasmusson is a financial advisor operating in Peoria, Arizona with a total of 9 years of relevant experience. Rasmusson is currently employed by Bfc Planning, Inc. Their career trajectory has included roles at Vsr Financial Servcies, Inc, Vsr Advisory Services, Inc, Rasmusson Financial Group, Inc, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Rasmusson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona. Bfc Planning, Inc is a financial advisory business operating out of Cedar Rapids, IA. The investment advisory business has offices in 135 locations and a total of 200 people on staff. It oversees $2 billion in assets between its 8,990 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 8,990 customer accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually vary depending on the type of services. Fees billed by Bfc Planning, Inc most likely include any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,477,309,181
200
8,990
$164,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Dennis Rasmusson Work History
Dennis has been registered as a financial advisor for 9 years.*
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Vsr Financial Servcies, Inc
Vsr Advisory Services, Inc
Rasmusson Financial Group, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Rasmusson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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