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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-24
  • FL RA
    APPROVED
    Since 2023-08-24

Branch Locations

8269 113Th Street, Seminole, FL 33772 • 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
The Party Corp. Orlando FL 09/2015 09/2017
Senior Financial Services. Seminole FL 06/2018 08/2018
University Of Central Florida. Orlando FL 08/2016 05/2018
Berthel Fisher & Company Financial Services, Inc. Seminole FL 08/2018 Present
Bfc Planning, Inc. Seminole FL 08/2023 Present
  • 09/2015 → 09/2017
    The Party Corp.
    Orlando, FL
  • 06/2018 → 08/2018
    Senior Financial Services.
    Seminole, FL
  • 08/2016 → 05/2018
    University Of Central Florida.
    Orlando, FL
  • 08/2018 → Present
    Berthel Fisher & Company Financial Services, Inc.
    Seminole, FL
  • 08/2023 → Present
    Seminole, FL
Other Businesses

1. Senior Financial Services- Y- Seminole, FL- Fixed insurance- Agent- 01/2019- 0- 0- Life and health insurance business. 2. Senior Financial Services- N- Seminole, FL- Tax preparation- Tax preparer- 02/2022- 5-0- Prepare federal and state income tax returns. 3. Eric Sines- N- Seminole, FL- Office cleaning- 07/2023- 4- 0- Office cleaning. 4. Eric Sines- N- Seminole, FL- Accounting services- 07/2023- 2- 0- Puts together a weekly expense report for a business in the same office complex. 5. Freedom Financial Group- Y- Seminole, FL- DBA for securities and insurance business- Financial Professional- 07/2025- 15- 0- Senior Financial Service and Freedom Financial Group have established a business relationship and will work together on some securities and/or insurances cases.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-10
S63 Uniform Securities Agent State Law Examination 2023-06-23
  • S65 Uniform Investment Adviser Law Examination
    2023-08-10
  • S63 Uniform Securities Agent State Law Examination
    2023-06-23
Other Names
  • William Eric Sines

View on SEC IAPD

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