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David C Kurt

Investment adviser representative at Bfc Planning, Inc.
25 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

25 years in the industry.

  1. 1st & Main Investment AdvisorsFeb 2024 to now
  2. Bfc Planning, Inc.Feb 2024 to now
  3. AmerihomeJan 2024 to now
  4. UnemployedSep 2023 to Dec 2023
  5. US BankAug 2001 to Sep 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CO).

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
4374795
Firm CRD
119682
Advisor's SEC record (opens in a new tab)
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