Jeff began his financial career in 1990 and is currently a Registered Financial Consultant (RFC®) and has his series 7, 63, 65 and 24 licenses. Jeff has been a popular seminar speaker and even hosted a series of radio broadcasts on financial matters.
Jeff faces each day with a positive optimism that is wildly contagious. Jeff's clients love their meetings with him and have great deal of respect for what he does. In 2000 Jeff met Bill Kelso CPA, CFP®, the two decided to merge and create Alliance Financial Group. That company then combined with Campbell Schoneberger 11 years later, to become Seros Financial.
On weekends, Jeff loves spending time with his family. His wife, Kerri, is an amazing decorator (not exaggerating, when you see our office you'll believe me!) and together they have 4 children. With his love for life, Jeff enjoys nothing more than to be outside jogging, hiking a trail or riding a mountain bike. Jeff has been a leader with the Boy Scouts of America for over 20 years.
Most people only get one shot at retirement. That's why we help you take the guess work out of the process. Seros360? is a seven part mentoring approach to retirement.
We build a bridge from your idea of retirement to the real thing. What really matters most to you in retirement and understand the steps needed to reach your goals.
Living longer. Rising healthcare costs. Inflation. These are risks everyone faces during retirement. Working together, we can help you identify your risks and plan accordingly.
You need an investment strategy that takes into account your retirement goals, how you view risk, and your timeline for retirement. We take a dynamic money management approach in activley monitoring and adjusting your portfolio.
Income is the engine of your retirement. We help you develop a plan so you take the right amount of income in the most tax efficient way possible.
We help you develop a strategy that balances your tax burden now and throughout retirement.
6. Test Run
Why guess about your retirement? Take a Retirement Test Run. This simulated retirement approach lets you actually experience what it will be like to live on the income you'll have during retirement.
With lessons from your Retirement Test Run and adjustments to your plan, you are ready to retire with confidence.
|Firm Start Year:||1990|
|No. of Employees:||2-4|
|Name of Broker/Dealer:||United Planners Financial Services|
|Name of Custodial Firm:||Axos Advisor Services|
|States Licensed in:||AZ,CA,CO,CT,FL,MI,MO,MT,NV,NM,NY,OK,TX,UT,VA,WA|
|Number of Years with Current Firm:||6|
|Investment Types:||Stocks, Bonds, Mutual Funds, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Annuities|
|Can meet clients in the following ways:||Phone, Email, Our Office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Long Term Care, Variable Annuity, Variable Life, Disability, Annuity, Health, Life|
|Financial Organization Memberships:||Registered Financial Consultant (RFC), National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)|
|Firm's Number of Clients:||450|
|Firm's Number of Planning Clients:||120|
|Firm's Number of Managed Clients:||300|
|Assets Managed by Firm:||$155,000,000|
|Assets Managed by Advisor:||$50,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Hourly, Commissions|
|Fee % Based on Assets:||1.75%|
|Minimum Fee Charged for Managed Accounts:||1%|
|Minimum Fee Charged for Hourly Planning Accounts:||$125.00|
Do you have a customer satisfaction or refund policy?
How are you compensated? How will I pay for your services?
Annual management fee based on portfolio value.
If you are going to manage my account, will you obtain my permission every time you buy or sell something?
No. We need full discretion in order to trade numerous accounts on a global basis.
How many clients do you currently manage?
Will you be the only person working with me?
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
|Jeffrey P. Wilcock is a Registered Representative offering Securities through United Planners Financial Services, Member FINRA, SIPC. Advisory Services offered Through Seros Financial LLC. Seros Financial and United Planners are independent companies.|
Registered Investment Advisor:
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 3:00 PM|
BERTHEL FISHER FINANCIAL SERVICES, INC. AND BFC PLANNING INC
25 Years of ExperienceView Profile