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Jeff A Planteen

Brighthouse Securities, LLC

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About Jeff A Planteen

Jeff Planteen is a financial advisor with Brighthouse Securities, LLC. Jeff has been in the financial services industry for over 20 years and has a strong background in investment company products and variable contracts. Jeff is registered with the state of Montana, New York, North Dakota, and South Dakota. Jeff is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Jeff has a Series 6 and Series 63 license. Jeff has worked for several financial firms in the past, including MetLife Investors Distribution Company, Princor Financial Services Corporation, BancWest Investment Services, Inc., PrimeVest Financial Services, Inc., and Woodbury Financial Services, Inc.

Firm Information

Jeff Planteen is currently registered with Brighthouse Securities, LLC. Brighthouse Securities, LLC is a Limited Liability Company formed in February 2000. The firm is registered with the Securities and Exchange Commission and holds licenses to operate in all 50 U.S. states, as well as Puerto Rico and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

153

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jeff Planteen’s Registration & Firm History

CO

03/06/2017 - Present

Brighthouse Securities, LLC (Parker CO)

NY

01/03/2012 - 03/06/2017

METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)

SD

12/20/2007 - 12/13/2011

PRINCOR FINANCIAL SERVICES CORPORATION (WATERTOWN SD)

SD

05/17/2006 - 12/20/2007

BANCWEST INVESTMENT SERVICES, INC. (REDFIELD SD)

MN

07/14/2005 - 05/17/2006

PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)

MN

04/15/2004 - 07/12/2005

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

IA

09/17/2002 - 04/16/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 11/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeff A Planteen.
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