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Paladin Research Report For:

Jason Smith

Berthel Fisher Financial Services, Inc. and BFC Planning Inc

64 E Broadway Rd.
Ste. 200
Tempe, AZ 85282
623-203-7003
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General Information

Firm Start Year
  • 0

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

B.A. - Economics
  • University of Michigan
    09/01/1992 -06/30/1994
M.A. - Theology
  • Fuller Theological Seminary
    01/01/2006 -05/31/2009
M.S. - Finance
  • Indiana University
    01/01/2013 -05/31/2016

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888397/paladinregistry-Berthel-Fisher-Financial-Services,-Inc.-and-BFC-Planning-Inc-detailed-disclosure.html

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