Jerry
Koebel
Bfc Planning, Inc
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About this Advisor
Jerry Koebel is a financial advisor based in Summerville, South Carolina, working with Bfc Planning, Inc. Jerry has previously held positions at Bfc Planning, Inc, Lpl Financial, and Berthel Fisher & Company Financial Services, Inc. Jerry has passed the Series 63 regulatory exam and is registered to provide services in South Carolina. Currently, Jerry is part of Bfc Planning, Inc, which operates out of Summerville, South Carolina. 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
Jerry Koebel Work History
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
Lpl Financial
Disclosures
Please visit the SEC profile of Jerry Koebel 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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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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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.
