Jeffrey Jon Pridey

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Bfc Planning, Inc.

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2013-12-12

ID RA
APPROVED

Since 2013-12-12

Branch Locations

Twin Falls, ID • United States

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Berthel Fisher & Company Financial Services, Inc.	Twin Falls	ID	10/2012	Present

10/2012 → Present

Berthel Fisher & Company Financial Services, Inc.

Twin Falls, ID

Other Businesses

1.PEAK FINANCIAL SERVICES-Y-706 CARRIAGE LANE N, TWIN FALLS, ID 83301-DBA-OWNER-10/1/2013-160-120-INVESTMENT SELECTION, RETIREMENT PLANNING. 2.USI Insurance-N-Twin Falls, ID-National Accounts Broker-Broker-05/2018-160-80-Property & Casualty Broker. 3. Jeff & Shelly Pridey Farm- N- Twin Falls, ID- Owner- 12/2021- 16- 0- Inherited a family farm.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-12-03
S63	Uniform Securities Agent State Law Examination	1991-04-15

S65 Uniform Investment Adviser Law Examination

2013-12-03
S63 Uniform Securities Agent State Law Examination

1991-04-15

Other Names

Jeff Pridey

View on SEC IAPD