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Michael Joseph Frischmeyer

BFC Planning, Inc.

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About Michael Joseph Frischmeyer

Michael Frischmeyer is a financial advisor registered with BFC Planning, Inc.. Michael has been in the financial services industry since 1976. Michael has experience working with individuals, families, businesses, and charitable organizations, and has a wide range of services to meet their needs.

Firm Information

Michael Frischmeyer is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Michael Frischmeyer’s Registration & Firm History

IA

02/14/2019 - Present

BFC Planning, Inc. (Fort Dodge IA)

IA

04/01/1999 - 10/19/2018

BROKER DEALER FINANCIAL SERVICES CORP. (FT. DODGE IA)

IL

01/03/1995 - 04/12/1999

VACATION INVESTORS, INC. (WARRENVILLE IL)

IA

01/27/1992 - 12/31/1994

BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)

IA

01/03/1986 - 02/05/1992

DICKINSON & CO. (DES MOINES IA)

NA

09/22/1980 - 01/06/1986

MCINTOSH & CO., INC.

NA

06/01/1976 - 10/30/1980

SECURITIES CORPORATION OF IOWA

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Licenses & Designations

IA

Issued 05/17/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/22/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/15/1976

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph Frischmeyer.
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