Adviser and broker representative · Bfc Planning, Inc.
Thomas J. Fogerty
CRD 2234368 · Evanston, IL
At a glance
Thomas J. Fogerty is an investment adviser representative with Bfc Planning, Inc. in Evanston, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 1998, about 28 years ago. Thomas is also registered as a broker representative. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Bfc Planning, Inc.Since November 2019Evanston, IL · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.