Kelly
Kunst

Bfc Planning, Inc

CRD#5709095
Investment Advisor
in Dallas, TX
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About this Advisor

Kelly Kunst is a certified financial planner working in Dallas, Texas, who has been in the industry for 10 years. Kunst is an advisor for Bfc Planning, Inc. Kunst has gained experience at Massmutual Financial Group, Mml Investors Services, Inc, Alpha Mortgage, Nfp Securities Inc, D.R. Saur Financial, Inc, Kalos Capital, Dallas Entrepreneur Center Addison, Bfc Planning, Inc and Berthel Fisher & Company Financial Services, Inc. Kunst has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Bfc Planning, Inc is an advisory company that has its headquarters in Dallas, Texas. The firm has offices in 185 locations and a total of 206 people on staff. It has $890 million in assets under management between its 7,000 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Bfc Planning, Inc performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules typically are based on which services are offered. Fees charged by Bfc Planning, Inc likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

13101 Preston Road Suite 400
Dallas, TX 75240

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$890,000,000

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

206

TX Average: 166
Total Number of Accounts

7,000

TX Average: 7,189
Average Account Size

$127,143

TX Average: $1,287,990

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Investment Advisory Services

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

Kelly Kunst Work History

Kelly has 10 years of experience.

2015 - Present (4 years)

Bfc Planning, Inc

2015 - Present (4 years)

Berthel Fisher & Company Financial Services, Inc

2014 - Present (5 years)

Dallas Entrepreneur Center Addison

2011 - 2015 (4 years)

D.R. Saur Financial, Inc

2011 - 2015 (4 years)

Kalos Capital

2010 - 2011 (1 years)

Nfp Securities Inc

2009 - 2010 (1 years)

Massmutual Financial Group

2009 - 2010 (1 years)

Mml Investors Services, Inc

2008 - 2009 (1 years)

Alpha Mortgage

Disclosures

Kelly Kunst has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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