Suellen Estes, financial advisor Saginaw MI
93 score

Suellen Estes

CRD Number: 1432367
Current Firm: Bfc Planning, Inc.

Suellen Estes (CRD# 1432367) is an Investment Advisor Representative working at Bfc Planning, Inc. in Saginaw, MI and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Saginaw, MI Jan 2014 - Current 2
Bfc Planning, Inc. Saginaw, MI Jan 2014 - Current 2
L.m. Kohn & Company Cincinnati, OH Jul 2012 - Jan 2014 1
Leonard & Company Saginaw, MA Mar 2009 - Jul 2012 3
Citigroup Global Markets Inc. Saginaw, MI Sep 2000 - Mar 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Suellen C. Estes
Phone Number: 319-447-5700
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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