Bonita Hwang Schnurr

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

• 08/2001 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Algona, IA
• 03/2018 → Present
  Bfc Planning, Inc.
  Algona, IA

Other Businesses

1.PRISM WEALTH ADVISORS, LLC-Y-ALGONA, IA-FINANCIAL SERVICES-INVESTMENT REPRESENTATIVE-07/2013-160-30-SALES IN INVESTMENTS, RETIREMENT PLANNING, COLLEGE SAVINGS & WEALTH ACCUMULATION. 2. North Iowa Volleyball Association-N-Algona, IA-Set Rules and Regulations for club teams-Board Member-04/2020-20-20-Identify and set rules and regulations for club teams for the area volleyball teams. Set guidelines and procedures to follow for coaches, athletes & parents. 3. SBLI Life Insurance- N- Woburn, MA- Life Insurance- Agent- 07/2026- 2- 0- Life insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-02
• S63 Uniform Securities Agent State Law Examination
  1995-08-07

Other Names

• Bonita Hwang Schurr
• Bonita Hwang Pierce
• Bokyong Hwang