Matthew Palazzolo, financial advisor Webster Groves MO

Matthew Palazzolo

CRD Number: 2851383
Current Firm: Bfc Planning, Inc.

Matthew Palazzolo (CRD# 2851383) is an Investment Advisor Representative working at Bfc Planning, Inc. in Webster Groves, MO and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel Fisher & Company Planning, Inc. Webster Groves, MO Jan 2017 - Current 7
Berthel Fisher & Company Financial Services, Inc. Webster Groves, MO Jan 2017 - Current 7
The Leaders Group Inc. Littleton, CO Oct 2009 - Dec 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination May 1997
Contact Info for Matthew J. Palazzolo
Phone Number: 319-447-5700
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    1,477
    MILLIONS
  • Total Number of Accounts
    8,990
    ACCOUNTS
  • Average Account Value
    $164,328
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, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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