Jody Weis (CRD# 2032709) is an Investment Advisor Representative working at Bfc Planning, Inc. in Chesterfield, MO and has over 33 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Chesterfield, MO | Sep 2016 - Current | 7 |
| Berthel Fisher & Company Planning, Inc. | Chesterfield, MO | Sep 2016 - Current | 7 |
| Summit Brokerage Services, Inc. | Chesterfield, MO | Sep 2016 - Sep 2016 | < 1 |
| Summit Financial Group Inc. | Chesterfield, MO | Sep 2016 - Sep 2016 | < 1 |
| Vsr Advisory Services | Overland Park, KS | Aug 2007 - Sep 2016 | 9 |
| Vsr Financial Services Inc. | Overland Park, KS | Jun 2004 - Sep 2016 | 12 |
| Delta Investment Services | Chesterfield, MO | Nov 1989 - Sep 2016 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1990 |
- MO
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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