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Byron Matysek
BFC PLANNING
JUPITER, FL
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CRD#: 8210453
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Byron MatysekBFC PLANNING
Professional summary
Byron Matysek is a registered financial advisor currently at BFC PLANNING, INC. located in Jupiter, Florida and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Dickinson, North Dakota.
Byron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2026. Byron has worked at 2 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.
Aliases
None
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. State Street Tax & Accounting Advisors- N- Dickinson, ND- Tax accounting- Partner- 06/2025- 40- 40- Tax accountant and management of clients and staff. 2. M Group Advisors LLC- N- Jupiter, FL- Tax accounting- Partner- 06/2025- 10- 10- Tax advisory and Accounting. 3. M Management LLC- N- Barrington, IL- Tax accounting- Employee- 01/2020- 20- 0- Tax accounting. 4. Peach Tree 1404 LLC- N- Atlanta, GA- Rental property- Partner- 08/2022- 2- 0- Property management. 5. Free of Fear Corp- N- Atlanta, GA- Start up- CEO- 01/2024- 5- 0- Start-up creating accessories from fire hose, etc. 6. Free of Fear LLC- N- Atlanta, GA- Service company- Partner- 01/2018- 5- 0- Service company for Free of Fear Corp. 7. Ozon Funding LLC- N- Dickinson, ND- Real estate- Partner- 01/2022- 1- 0- Real estate investment company. 8. Antelope Property Holding LLC- N- Dickinson, ND- Holding company- Partner- 01/2022- 0- 0- Property holding company. 9. QuesterOne Financial LLC- N- Jupiter, FL- Tax advisory- Owner- 01/2026- 10- 10- Tax advisory work. 10. Fuel Door Gloves LLC- N- Jupiter, FL- Start up- Employee- 01/2020- 1- 0- Start-up creating gloves for gas stations.
CRS (Client Relationship Summary) - RIA
Click below to view Byron Matysek's 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®
NoneExperience
Current
January 20, 2026 - Present
BFC PLANNING, INC.
Office #2: 1674 15th St W Suite 4, Dickinson, ND 58601RIA
CRD#: 119682
JUPITER, FL
Current
May 14, 2026 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Office #1: 1674 15th St W Suite 4, Dickinson, ND 58601RIA
BD
CRD#: 13609
DICKINSON, ND
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".
BP
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)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.RR
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
RR
Arizona(9/16/2026)
IAR
Florida(1/20/2026)
RR
Florida(5/15/2026)
RR
North Dakota(5/15/2026)
Exams
What does exam status mean?
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Passed: 5/14/2026
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BP
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)Loading...
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
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.
