Enrico Giovanni Cacciapuoti
Investment adviser representative at Bfc Planning, Inc.
21 yearsExperience
1 stateRegistered in
$3.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Bfc Planning, Inc.Apr 2026 to now
- Berthel, Fisher & Company Financial Services, Inc.Apr 2026 to now
- Self Employed Insurance AgentFeb 2024 to now
- Kingswood Capital PartnersFeb 2026 to Mar 2026
- Kingswood Wealth AdvisorsFeb 2026 to Mar 2026
- First Heartland Capital IncMar 2025 to Feb 2026
- Park Avenue SecuritiesMar 2023 to Jan 2024
- Guardian Life Insurance CompanyOct 2022 to Jan 2024
- Client One Securities, LLCFeb 2021 to Dec 2022
- Client One Securities, LLCMar 2020 to Dec 2020
- Enrico CacciapuotiNov 2019 to Mar 2020
- Mutual of Omaha Investor ServicesMar 2018 to Nov 2019
- Nwf Advisory Group, IncFeb 2005 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bfc Planning, Inc.
$3.8BAssets managed
11,448Clients
231Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2433554
- Firm CRD
- 119682