Louis Danna, financial advisor Cedar Rapids IA
73 score

Louis Danna

CRD Number: 1209052
Current Firm: Bfc Planning, Inc.

Louis Danna (CRD# 1209052) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning, Inc. Marion, IA Oct 2013 - Current 3
Securities Management & Research, Inc. White Bear Lake, MN Oct 1983 - Current 33
American National Insurance Company Galveston, TX Sep 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Louis P. Danna
Phone Number: 319-447-5700
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    226
    MILLIONS
  • Total Number of Accounts
    1,960
    ACCOUNTS
  • Average Account Value
    $115,102
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV

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BADGES
73

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