Jerry
Koebel

Bfc Planning, Inc

CRD#2308544
Investment Advisor
in Summerville, SC

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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

Series 63, CERTIFIED FINANCIAL PLANNER™

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

305 Old Trolley Road
Summerville, SC 29485

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,839,208,077

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

200

SC Average: 166
Total Number of Accounts

8,749

SC Average: 7,189
Average Account Size

$210,219

SC Average: $1,287,990

Investment Advisory Services

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

Jerry Koebel Work History

2016 - Present (9 years)

Bfc Planning, Inc

2016 - Present (9 years)

Berthel Fisher & Company Financial Services, Inc

2009 - 2016 (7 years)

Lpl Financial

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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.

Financial Advisors at Bfc Planning, Inc

William Sines
Seminole, FL
Carl Wallin
West Fargo, ND
Steven Mrozek
Youngstown, OH
William Gebhart
Cedar Rapids, IA
Suman Sachdeva
Naples, FL
Gregg Georgantas
Channanon, IL
Sally Witt
League City, TX
Mark Bakkum
Bismarck, ND

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.

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