Thomas Parkin
Investment adviser representative at Bfc Planning, Inc.
23 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
23 years in the industry.
- Bfc Planning, Inc.Jun 2026 to now
- Berthel, Fisher & Company Financial Services, Inc.May 2026 to now
- Wells Fargo Clearing ServicesAug 2021 to Nov 2025
- AerotekMay 2021 to Apr 2026
- AmazonAug 2020 to May 2021
- UnemployedAug 2019 to Aug 2020
- Farm BureauFeb 2019 to Aug 2019
- Fbl Marketing Services, LLCFeb 2019 to Aug 2019
- Allegis Investment ServicesNov 2016 to Feb 2019
- Ticker Tape EnterprisesSep 2003 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 2974077
- Firm CRD
- 119682