Jason Christopher Robinson

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

• 06/2017 → 11/2019
  Minnesota Life Insurance Company
  St. Paul, MN
• 06/2017 → 11/2019
  Securian Financial Services Inc
  St. Paul, MN
• 06/2017 → 11/2019
  Securian Advisors Mid America
  Hiawatha, IA
• 08/2010 → 06/2017
  Linn-Mar Community School District
  Marion, IA
• 11/2019 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Cedar Rapids, IA
• 06/2022 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Other Businesses

1.Wagner Investment Group-N-Cedar Rapids, IA-Financial Services-Registered Representative-02/2020-160-160-DBA name for Financial Services & Planning. 2.Supplemental Health/Life Health/Group Health Insurance-Y-Hiawatha, IA-Insurance Sales-Independent Agent-09/2021-30-1-North Risk Partners is a FMO that specialized in Life/Health and the Senior Market.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-06
• S63 Uniform Securities Agent State Law Examination
  2018-01-18