Bfg Financial Advisors
BFG Financial Advisors is a firm of independent advisors whose Certified Financial Planner practitioners and professional staff provide highly personalized financial planning and wealth management services to families We offer holistic financial advice and help coordinate every detail of our clients' financial worlds, from investing and saving to tax planning and insurance issues. During our planning process we thoroughly evaluate every aspect of a client's finances, then work as a team - calling on specialists in key areas, as needed - to create a unique, coherent plan that addresses our client's needs and goals and helps prioritize and allocate resources to meet them. Our ideal clients are multi-generational families - individuals and couples whose very busy lives including balancing their careers as business owners and professionals in a variety of fields with educating children and grandchildren and caring for aging parents. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information,please contact our Compliance Department at 737-443-2582.
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Verified contacts
23
available on Kipplo
LinkedIn employees
29
11 to 50 range
Open roles
—
no listings
Distinct roles
18
indexed titles
Tech stack
3
tools in use
Monthly traffic
118
organic / mo
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Decision-makers and verified team members
23 contacts with verified email or phone · masked until revealed.
- AH
Andrew Harrell
Advisor · Finance & Accounting
EmailPhone - BN
Beth Nori
Senior Client Service Associate · Customer/Client Service
EmailPhone - KO
Kirby Ososki
Registered Client Service Associate · Customer/Client Service
EmailPhone - AI
Akram Ibrahim
Senior Client Service Associate & Lead Trader · Other
EmailPhone - EB
Eric Brotman
,,, · Other
EmailPhone - LM
Lena M. Nebel
,, · Other
EmailPhone - YN
Yanni Niebuhr
Chief Investment Officer · Finance & Accounting
EmailPhone - AP
Amanda Pancake
Director of Community Impact · Public Administration & Safety
EmailPhone - SL
Sara Lentz
Marketing Director · Advertising & Marketing
EmailPhone
Showing 9 of 23 verified contacts
Top roles at Bfg Financial Advisors
18 distinct titles indexed · top 10 shown.
- 3advisor
- 2client relations associate
- 2client services associate
- 2senior client service associate
- 1,,
- 1,,,
- 1- &
- 1associate
- 1chair of the investment committee
- 1chief investment officer
- +8more titles
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