Frank Anthony Rezack

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
MN	RA	APPROVED	2014-01-31

MN RA
APPROVED

Since 2014-01-31

Branch Locations

Rosemount, MN • 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
Berthel Fisher & Company Financial Services, Inc	Rosemount	MN	04/2012	Present

04/2012 → Present

Berthel Fisher & Company Financial Services, Inc

Rosemount, MN

Other Businesses

1.FRANK REZACK-N-708 N 1ST STREET, SUITE 238, MINNEAPOLIS, MN 55401-INSURANCE SALES-INSURANCE REP-03/11/2001-2-0-INSURANCE SALES. 2.REZACK FINANCIAL SERVICES-Y-708 N 1ST STREET, SUITE 238, MINNEAPOLIS, MN 55401-DBA-OWNER-08/2013-2-0-ADVISE CLIENTS AND PROSPECTS ON FINANCIAL SERVICES. 3. EVERGREEN FINANCIAL SERVICES-Y-708 N 1ST STREET, STE 238, MINNEAPOLIS, MN 55401-DBA-SECURITIES SALES REP-12/01/2013-160-160-SECURITY SALES AND OTHER SECURITIES RELATED INFORMATION. 4. FRANK REZACK-Y-708 N 1ST STE 238, MINNEAPOLIS, MN 55068-ANNUITY SALES-SALES REP-10/09/2014-20-5-SOLICIT LEADS PURCHASED FROM ANNUITY AGENTS ALLIANCE FOR FIXED ANNUITIES & INDEXED ANNUITIES THAT HAVE BEEN APPROVED ON THE BERTHEL PLATFORM.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-09-09
S63	Uniform Securities Agent State Law Examination	1994-03-04

S65 Uniform Investment Adviser Law Examination

1998-09-09
S63 Uniform Securities Agent State Law Examination

1994-03-04

View on SEC IAPD