Michael Patrick Butterworth

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

• 03/2009 → 02/2017
  Massmutual Life Insurance Company
  Center Valley, PA
• 09/2009 → 02/2017
  Mml Investor Services, Inc
  Center Valley, PA
• 02/2017 → 08/2023
  Sagepoint Financial, Inc.
  Reading, PA
• 08/2023 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Reading, PA
• 08/2023 → Present
  Bfc Planning, Inc.
  Reading, PA

Previous Registrations

• 2017-02-10 → 2023-08-10
  Osaic Services, Inc.
  Reading, PA
  Phoenix, AZ
  Reading, PA
• 2010-02-16 → 2017-02-15
  Mml Investors Services, Llc
  Center Valley, PA
  Reading, PA

Other Businesses

1) MP BUTTERWORTH TAX SERVICE- N SHILLINGTON, PA- INCOME TAXES- OWNER- 08/1986- 5- 0- PREPARE TAX RETURNS. 2) MP BUTTERWORTH AND ASSOCIATES- Y- READING, PA- DBA FOR SECURITIES AND INSURANCE BUSINESS- OWNER- 09/1984- 20- 20- Sales of securities products as well as life, disability, and long term care 3) MP BUTTERWORTH SPECIAL NEEDS PLANNING GROUP- N- SHILLINGTON, PA- OWNER- 03/2021- 25- 15- Special Needs Planning for Individuals and Families -help in obtaining public benefits (SSI, SSDI, DAC, Survivor benefits, Child in Care, Medical Assistance, SNAP, Housing, Waiver Programs, Advocacy, IEP's , and 504 plans).

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-27
• S63 Uniform Securities Agent State Law Examination
  1986-02-17