Kenneth
Nipp

Bfc Planning, Inc

CRD#2224206
Investment Advisor
in Laguna Hills, CA

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About this Advisor

Kenneth Nipp is a chartered financial consultant who works out of Laguna Hills, California with a total of 3 years of industry experience. Nipp currently works for Bfc Planning, Inc. Throughout their career, Nipp has worked at State Farm Insurance, State Farm Vp Management Corp, Bfc Planning, Inc, Securities Management & Research, Inc, American National Insurance Company, Saybrus Partners, Inc and Saybrus Equity Services. Nipp maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Bfc Planning, Inc is an advisory firm that has its headquarters in Cedar Rapids, IA. The firm has offices in 135 locations and a total of 200 people on staff. It manages $2 billion in assets across its 8,990 client accounts, making it one of the biggest firms in the country by assets under management. Of its 8,990 accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Bfc Planning, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on the type of services offered. However, fee types charged by Bfc Planning, Inc may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Laguna Hills, CA

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

CA Average: $9,259,360,772
Total Number of Employees

200

CA Average: 166
Total Number of Accounts

8,990

CA Average: 7,189
Average Account Size

$164,328

CA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Kenneth Nipp Work History

Kenneth has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Bfc Planning, Inc

2020 - Present (4 years)

Securities Management & Research, Inc

2019 - Present (5 years)

American National Insurance Company

2017 - 2019 (2 years)

Saybrus Partners, Inc

2017 - 2019 (2 years)

Saybrus Equity Services

2013 - 2016 (3 years)

State Farm Insurance

2013 - 2016 (3 years)

State Farm Vp Management Corp

2006 - 2013 (7 years)

State Farm Insurance

2006 - 2013 (7 years)

State Farm Vp Management Corp

*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 Kenneth Nipp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bfc Planning, Inc

Darrell Mitchell
Denton, TX
Michael Samuels
Pittsburgh, PA
Mark Bakkum
Bismarck, ND
Gregg Georgantas
Channanon, IL
Steven Mrozek
New Castle, PA
Clifton Higgs
Cedar Rapids, IA
Frank Rezack
Rosemount, MN
Arthur Salmon
Cedar Rapids, IA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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