Bfc Planning, Inc.
Bfc Planning, Inc. (CRD# 119682) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $1,839,208,077 in 8,749 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,839MILLION
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Dylan Brooks (CRD# 4688151) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 20 years of experience in the finance industry.
Layne Brown (CRD# 2826908) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pleasant Hill, IA and has over 27 years of experience in the finance industry.
Daniel Brummel (CRD# 5025695) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pleasant Hill, IA and has over 18 years of experience in the finance industry.
Michael Butterworth (CRD# 1430822) is an Investment Advisor Representative working at Bfc Planning, Inc. in Reading, PA and has over 38 years of experience in the finance industry.
James Caldwell (CRD# 5276864) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 11 years of experience in the finance industry.
John Cameron (CRD# 1253957) is an Investment Advisor Representative working at Bfc Planning, Inc. in Toledo, OH and has over 26 years of experience in the finance industry.
Damien Clark (CRD# 5464549) is an Investment Advisor Representative working at Bfc Planning, Inc. in Ponte Vedra, FL and has over 13 years of experience in the finance industry.
Lori Clem (CRD# 1145827) is an Investment Advisor Representative working at Bfc Planning, Inc. in Carrollton, TX and has over 30 years of experience in the finance industry.
Larry Coyle (CRD# 4665774) is an Investment Advisor Representative working at Bfc Planning, Inc. in Liberty, IN and has over 20 years of experience in the finance industry.
Louis Danna (CRD# 1209052) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 40 years of experience in the finance industry.