Chase J Baute

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → Present
  Moloney Securities
  Manchester, MO
• 03/2017 → 11/2023
  Securus
  Cottleville, MO
• 03/2016 → Present
  Moloney Securities Asset Management, Llc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Ellisville, MO
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2017-04-13 → 2025-12-05
  Moloney Securities Asset Management Llc
  Cottleville, MO
  Manchester, MO
  Ellisville, MO
• 2015-08-10 → 2016-09-01
  Ameriprise Financial Services, Llc
  Springfield, MO

Other Businesses

CP Wealth- Y- Ellisville, MO- DBA for securities- Financial Advisor- 03/2017- 200- 200- Financial planning and investment management.

Exams

• S66 Uniform Combined State Law Examination
  2015-08-07

Other Names

• Chase James Baute