Todd
Schick

Bfc Planning, Inc

CRD#4555540
Investment Advisor
in Overland Park, KS

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About this Advisor

Todd Schick is a certified financial planner and chartered financial consultant based out of Overland Park, Kansas who has 2 years of industry experience. Schick currently works for Bfc Planning, Inc. Their career trajectory has included roles at Guardian Life Insurance Of America, Park Avenue Securities, LLC, Ae Wealth Management, LLC, Aspire Wealth Management, LLC, Aspire Financial Group, LLC, Madison Avenue Securities, LLC, Ae Financial Services, LLC, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Schick maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Kansas. Bfc Planning, Inc is an advisory firm operating out of Cedar Rapids, IA. The firm has offices in 135 locations and a total of 200 employees. It controls $2 billion in total assets among its 8,990 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 8,990 customer accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. Bfc Planning, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely vary depending on the financial services offered. Fee types billed by Bfc Planning, Inc may include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

2 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

7400 W. 130Th St. Suite 130
Overland Park, KS 66213

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

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

200

KS Average: 166
Total Number of Accounts

8,990

KS Average: 7,189
Average Account Size

$164,328

KS Average: $1,287,990

Investment Advisory Services

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

Todd Schick Work History

Todd has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Berthel Fisher & Company Financial Services, Inc

2021 - Present (3 years)

Bfc Planning, Inc

2018 - Present (6 years)

Aspire Wealth Management, LLC

2021 - 2021 (< 1 year)

Ae Financial Services, LLC

2020 - 2021 (1 year)

Madison Avenue Securities, LLC

2018 - 2021 (3 years)

Ae Wealth Management, LLC

2015 - 2018 (3 years)

Aspire Financial Group, LLC

2005 - 2018 (13 years)

Guardian Life Insurance Of America

2005 - 2018 (13 years)

Park Avenue Securities, 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 Todd Schick 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
Gregg Georgantas
Channanon, IL
Mark Bakkum
Bismarck, ND
Clifton Higgs
Cedar Rapids, IA
Steven Mrozek
New Castle, PA
Michael Samuels
Pittsburgh, PA
Jeffrey Schiller
Plano, TX
Charles Stevens
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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