Teddy Joseph Newman
Investment adviser representative at Bfc Planning, Inc.
21 yearsExperience
2 statesRegistered 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.Dec 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Dec 2025 to now
- Moloney Securities Asset Management LLCNov 2019 to Dec 2025
- Moloney Securities Co, Inc.Nov 2019 to Dec 2025
- LPL Financial LLCAug 2018 to Nov 2019
- Cetera Advisors LLCJan 2013 to Aug 2018
- Multop and AssociatesAug 2011 to Aug 2018
- InsuranceSep 2005 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 2642610
- Firm CRD
- 119682