Thomas Joseph Fogerty

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2010 → 11/2019
  Hornor Townsend & Kent Inc
  Horsham, PA
• 04/2010 → 11/2019
  Penn Mutual Life Insurance Co
  Horsham, PA
• 11/2019 → Present
  Berthel, Fisher & Company Financial Services, Inc
  Evanston, IL
• 11/2019 → Present
  Bfc Planning, Inc.
  Evanston, IL

Previous Registrations

• 2010-04-22 → 2019-11-26
  Hornor, Townsend & Kent, Llc
  Oak Brook, IL
  Chicago, IL
  Oak Brook, IL
  Chicago, IL
• 1998-03-18 → 2010-04-27
  Equitable Advisors, Llc
  Oak Brook, IL
  Oakbrook, IL
  Oak Brook, IL
  Oakbrook, IL

Other Businesses

1.TJF Retirement Strategies-Y-Evanston, IL-Financial Planning-Registered Representative-11/2019-180-180-Financial planning, Investment Advisory, Life/Health and Fixed Annuity products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-11-30
• S63 Uniform Securities Agent State Law Examination
  1992-05-15

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tom Fogerty
• Thomas Fogerty