Alan Woolever, financial advisor Cedar Rapids IA

Alan Woolever

CRD Number: 1445680
Current Firm: Bfc Planning, Inc.

Alan Woolever (CRD# 1445680) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bfc Planning Columbus, OH Feb 2014 - Current 10
Securities Management & Research, Inc. Columbus, OH Nov 1985 - Current 38
American National Insurance Company Columbus, OH Nov 1982 - Current 41

Alan Woolever has no recent exams reported.
Contact Info for Alan R. Woolever
Phone Number: 319-447-5700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,477
    MILLIONS
  • Total Number of Accounts
    8,990
    ACCOUNTS
  • Average Account Value
    $164,328
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, 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

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