Kenneth Eli Donckels
Investment adviser representative at Bfc Planning, Inc.
11 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
11 years in the industry.
- Bfc Planning, Inc.Sep 2026 to now
- Berthel, Fisher & Company Financial Services, Inc.Jul 2026 to now
- Herbert FinancialDec 2024 to now
- Tax Network USAMar 2024 to Nov 2024
- Tax Relief HelperOct 2023 to Feb 2024
- Self-employedAug 2023 to Sep 2023
- YrcJan 2023 to Aug 2023
- Self-employedAug 2022 to Dec 2022
- Grant ThorntonJan 2021 to Jul 2022
- Self-employedAug 2020 to Jan 2021
- The Team Co.Aug 2019 to Jul 2020
- Tutor PeriniOct 2015 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
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
- 8310806
- Firm CRD
- 119682