John David Patock

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

• 08/2016 → 02/2017
  Nylife Securities Llc
  Edina, MN
• 08/2016 → 02/2017
  New York Life Insurance Co
  Edina, MN
• 01/2017 → 02/2017
  Eagle Stategies Llc
  Edina, MN
• 02/2017 → 12/2025
  Moloney Securities Co., Inc.
  Manchester, MO
• 02/2017 → 12/2025
  Moloney Securitiies Asset Management Llc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Willmar, MN
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2017-02-17 → 2025-12-05
  Moloney Securities Asset Management Llc
  Willmar, MN
  Manchester, MO
• 2017-01-13 → 2017-02-17
  Eagle Strategies Llc
  Spicer, MN
• 2013-11-18 → 2016-08-11
  Thrivent Investment Management Inc.
  Spicer, MN
  Granite Falls, MN
  Golden Valley, MN

Other Businesses

DBA Christianson Financial Advisors, LLC, Owner. Securities and insurance activities offered through Berthel Fisher & Company Financial Services, Inc. 7175 86th Ave, Spicer, MN 56288. Conducted during all trading hours. Investment related. DBA Minnesota Valley Investments. Member. Securities and insurance activities offered through Berthel Fisher & Company Financial Services, Inc. 140 E 2nd St., Redwood Falls, MN, 56288. Conducted during all trading hours. Investment related. DBA Legacy Plan Insurance Partners, Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 7175 86th Ave. NE, Spicer, MN 56288; start date 01/2014; 4 hours per month; commissions; not securities related Thermo Traks Inc.; 7175 86th Ave NE., Spicer, MN 56288; Manufacturing of retail product for residential homes; Officer; start date 05/2016; 8 hours monthly, 0 hours monthly during trading hours; Product design and corporate decisions; non-investment related

Exams

• S66 Uniform Combined State Law Examination
  2012-05-29

Designations

• Chartered Financial Consultant