Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerry? Claim Your ProfileKerry Judd is a financial advisor with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. Kerry has been in the financial industry since 1989 and is licensed to provide financial advice in Utah, California, Hawaii, Nevada, and is registered as an Investment Advisor in Utah. Kerry has a number of specializations, including insurance, mutual funds, variable annuities, and investment management. Kerry is also a Certified Financial Consultant.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
01/11/2013 - Present
Berthel, Fisher & Co. Financial Services, Inc. (Midvale UT)
UT
02/26/2010 - 01/11/2013
METLIFE SECURITIES INC. (SANDY UT)
UT
01/03/2006 - 06/10/2009
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
OR
03/05/2004 - 01/24/2006
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
IN
01/07/2000 - 03/09/2004
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/07/2000 - 03/09/2004
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
04/15/1991 - 01/27/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
05/02/1989 - 06/14/1990
MERLIN EQUITIES INC.
GA
02/02/1989 - 04/12/1989
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
IA
Issued 05/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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