Michael
Frischmeyer
Bfc Planning, Inc
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About this Advisor
Michael Frischmeyer is a financial advisor operating out of Fort Dodge, Iowa who has 4 years of industry experience. Frischmeyer currently works for Bfc Planning, Inc. Throughout their career, Frischmeyer has worked at Broker Dealer Financial Services Corp, Iowa Commodities, LTD, Securities Management & Research, Inc and Bfc Planning, Inc. Frischmeyer maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Iowa. Bfc Planning, Inc is a firm that has its headquarters in Cedar Rapids, IA. The company has offices in 135 locations and a total of 200 financial advisors. It handles $2 billion in assets under management across its 8,990 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 8,990 client accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. The firm offers 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 offered. Fees charged by Bfc Planning, Inc likely include some combination 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
Michael Frischmeyer Work History
Michael has been registered as a financial advisor for 4 years.*
Securities Management & Research, Inc
Bfc Planning, Inc
Iowa Commodities, LTD
Broker Dealer Financial Services 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 Michael Frischmeyer 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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