Kelly
Kunst
Bfc Planning, Inc
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About this Advisor
Kelly Kunst is a financial advisor based in Cedar Rapids, Iowa, working with Bfc Planning, Inc. Kelly has previously held positions at D.R. Saur Financial, Inc, Kalos Capital, Dallas Entrepreneur Center Addison, Berthel Fisher & Company Financial Services, Inc, and Bfc Planning, Inc. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Kelly is part of Bfc Planning, Inc, which operates out of Cedar Rapids, Iowa. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kelly Kunst Work History
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Dallas Entrepreneur Center Addison
D.R. Saur Financial, Inc
Kalos Capital
Disclosures
Please visit the SEC profile of Kelly Kunst 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
Seminole, FL
West Fargo, ND
Youngstown, OH
Naples, FL
Cedar Rapids, IA
Cedar Rapids, IA
Channanon, IL
Pittsburgh, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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