Best Investors Account Sign in

Paul Joseph Reinhart

Bfc Planning, Inc.

West Chester, OH

Cedar Rapids, IA

Claim This Profile
Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2013-10-15
  • OH RA
    APPROVED
    Since 2013-10-15

Branch Locations

8050 Beckett Center Dr Suite 133, West Chester, OH 45069-1400 • 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
Berthel, Fisher & Company Financial Services, Inc. West Chester OH 08/1990 Present
Berthel Fisher & Company Planning Inc Marion IA 10/2013 Present
  • 08/1990 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    West Chester, OH
  • 10/2013 → Present
    Berthel Fisher & Company Planning Inc
    Marion, IA
Other Businesses

ARC INSURANCE- Y- FORT WRIGHT, KY- PROPERTY AND CASUALTY INSURANCE AGENCY- SENIOR VP OF SALES- 06/2023- 0- 0- STARTUP AGENCY SELLING INSURANCE.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1990-09-14
  • S63 Uniform Securities Agent State Law Examination
    1990-09-14
Designations

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
SOUTHLAND EQUITY PARTNERS, LLC.
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PNC WEALTH MANAGEMENT LLC
CHARLES SCHWAB & CO., INC.

Other Investors

TRACY DONALD JONES
THOMAS DAVID EBNER
ROBERT MICHAEL LESHNAK
VINCENT B WALN
Seung Ryong-Hwang Mishler
MEGAN ROSE DALTON
DAVID MICHAEL DALTON
Matthew Stephen Nance

Other Offices

OSAIC WEALTH, INC. · WEST CHESTER, OH
SOUTHLAND EQUITY PARTNERS, LLC. · West Chester, OH
OSAIC WEALTH, INC. · WEST CHESTER, OH
HORNOR, TOWNSEND & KENT, LLC · WEST CHESTER, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Liberty Township, OH
LPL FINANCIAL LLC · WEST CHESTER, OH
STATE FARM INVESTMENT MANAGEMENT CORP. · West Chester, OH
PNC WEALTH MANAGEMENT LLC · Liberty Township, OH

More in West Chester, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor