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B••••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

B••••• F•••••••• G••••

B••••• RETIREMENT P••••••• SERVICES INC., CRD 110038

DALLAS, TX

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Search this name across graphsid dfx:ria:8b29cb21-acfd-8370-48d9-4f27e3ba5296

Data as of Mar 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 65
Dated events: 10
On other graphs: 0
Observed: Apr 3, 2012 to Mar 13, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=12.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.3B
Private client RAUM: $1.3BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• D••••••	n/a	DALLAS, TX	20	42	1	yes
S•••••• A•••••• E••••	n/a	DALLAS, TX	20	40

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
K••••• F••••••••• I••	MANAGING MEMBER COMPLIANCE OFFICER/ SECRETARY K••••• F••••••••• I••	E	yes	10/2014	Mar 13, 2026	Mar 13, 2026
S•••••••• B••••••• K••••	CHIEF OPERATING OFFICER	Na	yes	05/2013	Mar 13, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
K••••• A••••••• S•••••••• L••	n/a	Bd affiliated wealth	$80B	N	yes	n/a
K••••• P•••••• W••••• S•••••••• L••	n/a	Bd affiliated wealth	$13B	N	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.1B	14.6%	$943M	11.4%	18	16	0	0

Relationships

Affiliated with (34)

← H•••••• W••••• L••Registered adviserother investment adviser, common control
factForm ADV
← K••••• A••••••• S•••••••• L••Registered adviserother investment adviser, common control
factForm ADV
← K••••• I••••••••• M••••••••• L•••Registered adviserother investment adviser, common control
factForm ADV
← P•••••• M••••••••• G••••• L••Registered adviserother investment adviser, common control

Dated events

Occurred
May 23, 2023
A•••••• firm change
Eric John Zipfel left B••••• F•••••••• G•••• for Nfp Advisor Services, Llc (registered 2011-08-30)
Form ADVobserved 6 days ago
Occurred
Apr 20, 2023
Control person left
John Eric Zipfel (Senior Vice President) no longer on Schedule A of B••••• F•••••••• G•••• (listed 2023-02-27, absent 2023-04-20)
Form ADVobserved 6 days ago
Occurred
Oct 29, 2021
Control person joined
M•••• A••••• O•••••• (Coo Of Bluespring Wealth Partners) appeared on Schedule A of B••••• F•••••••• G••••
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8b29cb21-acfd-8370-48d9-4f27e3ba5296
First observed: Apr 3, 2012
Last observed: Mar 13, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Controls (18)

← D••••••• M•••OwnerSENIOR VICE PRESIDENT, ownership code NA, individual
Apr 3, 2012 to Apr 23, 2024factForm ADV
← E••••• S••••••• A••••••OwnerPRESIDENT/ TREASURER/ CHIEF COMPLIANCE OFFICER/ SECRETARY, ownership code NA, individual
Apr 3, 2012 to Apr 23, 2024factForm ADV
← N••••••• R•••••• B••••OwnerEXECUTIVE VICE PRESIDENT OF K••••• F••••••••• I••, ownership code NA, individual
Jul 2, 2019 to Apr 23, 2024factForm ADV
← S•••••••• B••••••• K••••OwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Mar 3, 2020 to Apr 23, 2024factForm ADV
← Y••• Y••OwnerCONTROLLER AT K••••• F••••••••• I••, ownership code NA, individual
Jul 2, 2019 to Apr 23, 2024factForm ADV
← O••••••• A•••••• M••••OwnerCOO OF BLUESPRING WEALTH PARTNERS, ownership code NA, individual
Oct 29, 2021 to Apr 23, 2024factForm ADV
← K••••• A•••••• S••••••• H•••••• C• I•••OwnerOWNER, ownership code E, domestic entity
Mar 30, 2017 to Apr 23, 2024factForm ADV
← K••••• A•••••• S••••••• H••••••• A• I•••OwnerOWNER, ownership code E, domestic entity
Mar 30, 2017 to Apr 23, 2024factForm ADV
← K••••• A•••••• S••••••• H••••••• B• I•••OwnerOWNER, ownership code E, domestic entity
Mar 30, 2017 to Apr 23, 2024factForm ADV
← K••••• F••••••••• I••OwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2017 to Apr 23, 2024factForm ADV
← K••••••••• H•••••• A• I•••OwnerOWNER, ownership code E, domestic entity
Jul 2, 2019 to Apr 23, 2024factForm ADV
← K••••••••• H•••••• B• I•••OwnerOWNER, ownership code E, domestic entity
Jul 2, 2019 to Apr 23, 2024factForm ADV
← K••••••••• H•••••• G•• L••OwnerGENERAL PARTNER, ownership code E, domestic entity
Jul 2, 2019 to Apr 23, 2024factForm ADV
← K••••••••• H••••••• L•••OwnerOWNER, ownership code E, domestic entity
Jul 2, 2019 to Apr 23, 2024factForm ADV
← O•• H••• C•••••• P••••••• V• ••••••••• L•••OwnerOWNER, ownership code C, domestic entity
Apr 20, 2023 to Apr 23, 2024factForm ADV
← O•• H••• C•••••• P••••••• V• •• 8•••• L•••OwnerOWNER, ownership code C, domestic entity
Apr 20, 2023 to Apr 23, 2024factForm ADV
← O••• V• E••• A••••••••• L•••OwnerOWNER, ownership code C, domestic entity
Apr 20, 2023 to Apr 23, 2024factForm ADV
← W•••••• P••••• F•••••••• S•••••• L•••OwnerLIMITED PARTNER, ownership code C, domestic entity
Jul 2, 2019 to Apr 23, 2024factForm ADV