Shaan Anthony Smith

Current Employers

Bfc Planning, Inc.

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

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-01-09

IL RA
APPROVED

Since 2025-01-09

Branch Locations

229 S Main St Suite 102, Jacksonville, IL 62650 • 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

Organization	City	State	From	To
Jacksonville Savings Bank	Jacksonville	IL	11/2001	06/2018
Cnb Bank & Trust	Carlinville	IL	06/2018	03/2026
Berthel, Fisher & Company Financial Services, Inc.	Jacksonville	IL	11/2024	Present
Bfc Planning, Inc.	Jacksonville	IL	01/2025	Present

11/2001 → 06/2018

Jacksonville Savings Bank

Jacksonville, IL
06/2018 → 03/2026

Cnb Bank & Trust

Carlinville, IL
11/2024 → Present

Berthel, Fisher & Company Financial Services, Inc.

Jacksonville, IL
01/2025 → Present

Bfc Planning, Inc.

Jacksonville, IL

Other Businesses

1. Farm land rental- N- Jacksonville, IL- Farm land rental- Landlord- 02/2025- 0-0- Collect rent on farm land. 2. Dearborn Life Insurance Company- Y- Jacksonville, IL- Insurance sales- Agent- 01/2025- 20- 20- Servicing and originating insurance sales. 3. Beard Financial Group LLC- Y- Jacksonville, IL- DBA for securities business- Financial Professional- 04/2026- 160- 160- Sales and advice on securities.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-03

S66 Uniform Combined State Law Examination

2025-01-03