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Byron Matysek

Bfc Planning, Inc.

Cedar Rapids, IA

Jupiter, FL

Dickinson, ND

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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 2026-01-20
  • FL RA
    APPROVED
    Since 2026-01-20

Branch Locations

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

Jupiter, FL • United States

1674 15Th St W Suite 4, Dickinson, ND 58601 • 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
Free Of Fear Corp Atlanta GA 05/2024 05/2025
M Group Advisors Llc Chicago IL 06/2025 Present
State Street Tax & Accounting Advisors Llc Dickinson ND 06/2025 Present
Student Jupiter FL 08/2012 05/2024
Berthel, Fisher & Company Financial Services, Inc. Jupiter FL 01/2026 Present
Bfc Planning, Inc. Jupiter FL 01/2026 Present
  • 05/2024 → 05/2025
    Free Of Fear Corp
    Atlanta, GA
  • 06/2025 → Present
    M Group Advisors Llc
    Chicago, IL
  • 06/2025 → Present
    State Street Tax & Accounting Advisors Llc
    Dickinson, ND
  • 08/2012 → 05/2024
    Student
    Jupiter, FL
  • 01/2026 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Jupiter, FL
  • 01/2026 → Present
    Bfc Planning, Inc.
    Jupiter, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-29
S65 Uniform Investment Adviser Law Examination 2025-10-08
  • S63 Uniform Securities Agent State Law Examination
    2025-12-29
  • S65 Uniform Investment Adviser Law Examination
    2025-10-08

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

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