Jeffrey Alan Schiller

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
TX	RA	APPROVED	2012-06-25

TX RA
APPROVED

Since 2012-06-25

Branch Locations

Plano, TX • United States

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

Disclosures

1 disclosure category 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 No

Employment History

Organization	City	State	From	To
Berthel Fisher & Company Financial Services, Inc.	Plano	TX	06/2012	Present
Bfc Planning, Inc.	Plano	TX	06/2012	Present

06/2012 → Present

Berthel Fisher & Company Financial Services, Inc.

Plano, TX
06/2012 → Present

Bfc Planning, Inc.

Plano, TX

Previous Registrations

2008-01-03 → 2012-06-26

Milkie/Ferguson Investments, Inc.

Dallas, TX

Dallas, TX

Plano, TX

Other Businesses

1.CONGREGATION TIFERET ISRAEL-N-PLANO, TX-SYNAGOGUE-FINANCIAL VP-7/2014-15-2-PREPARE BUDGET AND PROVIDE FINANCIAL ADVICE;2.SCHILLER WEALTH ASSET GROUP-Y-PLANO, TX-INVESTMENTS-PRESIDENT-07/2012-160-160-SOLE PROP;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-10-31
S63	Uniform Securities Agent State Law Examination	1981-11-13

S65 Uniform Investment Adviser Law Examination

2006-10-31
S63 Uniform Securities Agent State Law Examination

1981-11-13

Other Names

Jeffrey Alan Shiller

View on SEC IAPD