DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Woodbury, MN 55125
651-309-3500
Transforming Financial Complexity into Clarity and Confidence
About GFC Planning
GFC Planning exists to help people feel more confident in their financial life by addressing what matters most to them. We do so by simplifying the complexities of financial life, reducing stress, and empowering you to make clear and smart decisions to pursue your goals.
We believe real financial advice goes beyond numbers, it's about helping people live with purpose, security, and peace of mind. Whether you're planning for retirement, managing a major life transition, or seeking a more transparent and personalized approach to investing, we're here for you.
The name "GFC" stands for God, Family, and Community, a quiet reflection of our foundational purpose. We strive to embody these values by delivering high-quality work, doing the right thing, treating everyone with respect, and giving generously where we can.
See Disclosures
General Information
Firm Start Year
No. of Employees
2-4
CRD#
6345338
Firm CRD#
205
States Licensed in
MN
Years of Experience in Financial Services
12
Number of Years with Current Firm
1
Work with the following types of clients
Individual Investors
Advisory Services Provided
Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Money Management
Services
Investment Types
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Commodities
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Annuity
Firm Information
Advisor's Number of Clients
110
Total Assets Under Management by Advisor
$100,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Flat Fee, Based on Assets
Education
Bachelor of Science - Economics
University of MN
01/15/2005 -12/15/2008
Disclosures
FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893391/financialadvisor-GFC-Planning-detailed-disclosure.html
Disclaimer
Registered Representatives of Sanctuary Securities Inc. and Investment Advisor Representatives of Sanctuary Advisors, LLC. Securities offered through Sanctuary Securities, Inc., Member FINRA , SIPC. Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. GFC Planning is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.