James Andrew Cecil

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

• 11/2008 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Solon, IA
• 02/2017 → Present
  Berthel Fisher & Company Planning, Inc.
  Solon, IA

Previous Registrations

• 2007-06-26 → 2008-11-13
  Raymond James Financial Services, Inc.
  Coralville, IA
• 2007-01-18 → 2007-06-27
  Edward Jones
  Iowa City, IA

Other Businesses

1. LEGACY FINANCIAL GROUP-Y-322 E 3RD ST, SOLON, IA & 85 SUGAR CREEK LANE STE A, NORTH LIBERTY, IA-DBA-REPESENTATIVE-4/2009-80-80-SECURITIES & INSURANCE. 2. JAMES ANDREW CECIL-Y-322 E 3RD ST, SOLON, IA & 85 SUGAR CREEK LANE ST A, NORTH LIBERTY, IA -INSURANCE-INSURANCE REP- 8/2003-2-0-INSURANCE SALES. 3. GRAND LODGE OF IOWA-N-5850 OAKWOOD DR NW, DES MOINES, IA 50322-NON PROFIT GROUP-FINANCE COMMITTEE MEMBER-10/7/2014-2-0-REVIEW AND REPORT ON EXPENSES OF THE GRAND LODGE & REPORT ON ACCOUNT OF THE GRAND SECRETARY AND GRAND TREASURER. 4. GRAND LODGE OF IOWA- N- NON PROFIT FRATERNAL ORGANIZATION- GRAND MASTER- 10/2022- 10- 2- RUN MEETINGS AND REPRESENT THE LODGE AT CONFERENCES.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-21
• S63 Uniform Securities Agent State Law Examination
  1999-08-16

Other Names

• James A Cecil