Beverly C. Kimball

BFC PLANNING

Bellingham, WA 98226

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CRD#: 7205415

Professional summary

Beverly Corine Kimball, who also goes by Beverly Corine Guidinger, is a registered financial advisor currently at BFC PLANNING, INC. located in Bellingham, Washington and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Bellingham, Washington.

Beverly is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Beverly has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Beverly Corine Guidinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.05/01/2024; Fixed Insurance; Investment Related; at Reported Business Location(s); Start Date 09/11/2023; 2hrs/mth; 2hrs during trading 2.10/20/2025; DBA Wildbrook Wealth Management; Investment Related; at Reported Business Location(s); Start Date 08/20/2024; 0hrs/mth; 0hrs during trading 3.10/20/2025; DBA Wildbrook Financial; Investment Related; at Reported Business Location(s); Start Date 03/19/2025; 0hrs/mth; 0hrs during trading 4.08/06/2026; Beverly Kimball Financial LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/01/2026; 40hrs/mth; 15hrs during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Corine Kimball's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 11, 2026 - Present

BFC PLANNING, INC.

Office #1: 3031 Orleans Street Suite101, Bellingham, WA 98226

RIA

CRD#: 119682

Bellingham, WA

Current

September 11, 2026 - Present

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Office #1: 3031 Orleans Street Suite101, Bellingham, WA 98226

RIA

CRD#: 13609

Bellingham, WA

Past

November 17, 2021 - September 22, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

BELLINGHAM, WA

Past

November 17, 2021 - September 22, 2026

LPL FINANCIAL LLC

CRD#: 6413

BELLINGHAM, WA

Past

July 1, 2020 - November 9, 2021

MOLONEY SECURITIES CO., INC.

CRD#: 38535

Bellingham, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BFC PLANNING, INC.

1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC

CRD#: 119682 / SEC#: 801-67427

RIA

Registered Investment Advisory firm - (1/3/2007 Approved)

Iowa

Registered Investment Advisory firm - (3/5/2007 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/11/2026)

Minnesota
(9/11/2026)

Montana
(9/11/2026)

South Carolina
(9/11/2026)

Washington
(9/11/2026)

IAR

Washington
(9/11/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

What does exam status mean?

State Security Law Exam

IAR

Series 66

Status Unavailable

Passed: 2/1/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Status Unavailable

Passed: 7/1/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 7/1/2020

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

BFC PLANNING, INC.

CRD#: 119682 / SEC#: 801-67427

RIA

Registered Investment Advisory firm - (1/3/2007 Approved)

Iowa

Registered Investment Advisory firm - (3/5/2007 Terminated)

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Contact information

Main Address

4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402

Mailing Address

Phone number

(319) 447-5700

Established

Firm type

Fiscal year end

# of Employees

200

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFC PLANNING ADV PART 2 (3/27/2026)

Regulatory assets under management

Total Number of Accounts	13,174
AUM (Assets Under Management)	$ 3,841,196,599

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Beverly C. Kimball

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beverly Corine Kimball's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MOLONEY SECURITIES CO., INC.

Primary Firm SEC Registration

BFC PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 66

Passed: 2/1/2021

Series 7TO

Passed: 7/1/2020

SIE

Passed: 7/1/2020

FINRA

Current Firm

BFC PLANNING, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BFC PLANNING, INC.

TRUST BUT VERIFY

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