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Brett David Heiniger

Bfc Planning, Inc.

Bloomington, IL

Cedar Rapids, IA

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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-04-19
  • IL RA
    APPROVED
    Since 2021-04-19

Branch Locations

2404 E Empire St #214-215, Bloomington, IL 61704 • United States

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Caterpillar, Inc Peoria IL 02/1999 12/2020
Berthel Fisher & Company Financial Services, Inc. Bloomington IL 01/2021 Present
Bfc Planning, Inc. Bloomington IL 04/2021 Present
  • 02/1999 → 12/2020
    Caterpillar, Inc
    Peoria, IL
  • 01/2021 → Present
    Berthel Fisher & Company Financial Services, Inc.
    Bloomington, IL
  • 04/2021 → Present
    Bfc Planning, Inc.
    Bloomington, IL
Other Businesses

1. Brett Heiniger- N- Bloomington, IL- Fixed Insurance- Sales- 12/2023- 0- 0- Sell fixed insurance products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-15
  • S66 Uniform Combined State Law Examination
    2021-04-15
Other Names
  • Brett Heiniger

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SAVANT WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
KRAFT FINANCIAL, LLC

Other Investors

SCOTT DUANE MILLER
GIOVANNI ANTONIO BERNETTI
Michele L Heller
H David Osnowitz
JOHN C. MEINHOLD
BRETT ARRON MCDANIEL
Mark Isaac Osnowitz
Susan Frances Elizarraras

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLOOMINGTON, IL
SAVANT WEALTH MANAGEMENT · Bloomington, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Bloomington, IL
SAVANT WEALTH MANAGEMENT · BLOOMINGTON, IL
LPL FINANCIAL LLC · BLOOMINGTON, IL
EDWARD JONES · BLOOMINGTON, IL
EDWARD JONES · Bloomington, IL
THRIVENT INVESTMENT MANAGEMENT INC. · BLOOMINGTON, IL

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