Bfc Planning, Inc
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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
Years of Experience
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Bfc Planning, Inc Brokerage Details
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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.
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
Dallas Entrepreneur Center Addison
D.R. Saur Financial, Inc
Nfp Securities Inc
Massmutual Financial Group
Mml Investors Services, Inc
Kelly Kunst has no disclosures.
Please visit their SEC profile for more details.