Troy
Mantz

Bfc Planning, Inc

CRD#6438279
Investment Advisor
in Minot, ND

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About this Advisor

Troy Mantz is a financial advisor who works in Minot, North Dakota who has 8 years of relevant experience. Mantz is an advisor for Bfc Planning, Inc. Over the course of their career, Mantz has held roles at Westlie Motor Company, Bfc Planning, Inc and Berthel Fisher & Company Financial Services, Inc. Mantz holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Dakota. Bfc Planning, Inc is a financial advisory company that has its headquarters in Cedar Rapids, IA. The investment advisory business has offices in 135 locations and a total of 200 employees. It manages $2 billion in total assets among its 8,990 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 8,990 client accounts, just 3% belong to high-net-worth investors who have at least $1 million in assets. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management largely vary depending on which services the firm provides the client. However, fees billed by Bfc Planning, Inc most likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

701 31St Ave Sw
Minot, ND 58701

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

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

200

ND Average: 166
Total Number of Accounts

8,990

ND Average: 7,189
Average Account Size

$164,328

ND Average: $1,287,990

Investment Advisory Services

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

Troy Mantz Work History

Troy has been registered as a financial advisor for 8 years.*

2016 - Present (8 years)

Berthel Fisher & Company Financial Services, Inc

2015 - Present (9 years)

Bfc Planning, Inc

1986 - 2015 (29 years)

Westlie Motor Company

*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 Troy Mantz 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

Michael Samuels
Pittsburgh, PA
Darrell Mitchell
Denton, TX
Clifton Higgs
Cedar Rapids, IA
Mark Bakkum
Bismarck, ND
Steven Mrozek
New Castle, PA
Gregg Georgantas
Channanon, IL
Carl Wallin
West Fargo, ND
Paul Hardin
Jerseyville, IL

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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