Kevin
Schneider
Bfc Planning, Inc
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About this Advisor
Kevin Schneider is a financial advisor operating out of Stockton, California with a total of 6 years of industry experience. Schneider is on the advisory team at Bfc Planning, Inc. Throughout their career, Schneider has worked at Wells Fargo Advisors LLC, Financial Services International Corp, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Schneider holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Bfc Planning, Inc is a registered investment company headquartered in Cedar Rapids, IA. It has offices in 135 locations and a total of 200 people on staff. It administers $2 billion in assets under management across its 8,990 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 8,990 accounts, just 3% belong to high-net-worth clients who have more than $1 million in investable assets. Bfc Planning, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on which services are offered. However, fee types 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
Kevin Schneider Work History
Kevin has been registered as a financial advisor for 6 years.*
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Financial Services International Corp
Wells Fargo Advisors LLC
*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 Kevin Schneider 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
Channanon, IL
Cedar Rapids, IA
Bismarck, ND
New Castle, PA
Denton, TX
Pittsburgh, PA
Cedar Rapids, IA
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.
