Alice BennerCRD Number: 5539835
Current Firm: Bfc Planning, Inc.
Alice Benner (CRD# 5539835) is an Investment Advisor Representative working at Bfc Planning, Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Berthel Fisher & Company Financial Services, Inc.||St Louis, MO||Apr 2014 - Current||3|
|Berthel Fisher & Company Planning, Inc.||St. Louis, MO||Apr 2014 - Current||3|
|Berthel Fisher & Company Financial Services, Inc.||St Louis, MO||Nov 2009 - Apr 2014||4|
|Alvery Bartlett Group||St. Louis, MO||May 2008 - Apr 2014||5|
|M2 Benefit Solutions/lifelock||St Louis, MO||Nov 2010 - Jan 2014||3|
|Eby Marketing & Event Services||St. Louis, MO||Oct 2009 - Jan 2014||4|
|Weinbauer Financial Group||St Louis, MO||Feb 2012 - Apr 2012||< 1|
|Weinbauer Financial Group||St. Louis, MO||Jan 2011 - Apr 2011||< 1|
|Juvenile Diabetes Research Foundation||New York, NY||Mar 2010 - May 2010||< 1|
|Boys Hope/girls Hope Of St. Louis||Bridgeton, MO||Feb 2010 - Feb 2010||< 1|
|Nrt Missouri Referral Network Inc.||Maryland Heights, MO||Jan 2008 - Jan 2010||2|
|Tristar Properties||St. Louis, MO||Jan 2008 - Apr 2008||< 1|
|Colliers Turley Martin Tucker||St. Louis, MO||May 2007 - Jan 2008||< 1|
|Unemployed||St. Louis, MO||Nov 2006 - May 2007||< 1|
|Gap, Inc.||Columbia, MO||Sep 2005 - Nov 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Nov 2009|
Total Assets Under Management226MILLIONS
Total Number of Accounts1,960ACCOUNTS
Average Account Value$115,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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