John David Patock
Investment adviser representative at Bfc Planning, Inc.
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$3.8BFirm assets
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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
10 years in the industry.
- Bfc Planning, Inc.Dec 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Dec 2025 to now
- Moloney Securities Co., Inc.Feb 2017 to Dec 2025
- Moloney Securitiies Asset Management LLCFeb 2017 to Dec 2025
- Eagle Stategies LLCJan 2017 to Feb 2017
- New York Life Insurance CoAug 2016 to Feb 2017
- Nylife Securities LLCAug 2016 to Feb 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 6039302
- Firm CRD
- 119682