Bfc Planning, Inc.

Bfc Planning, Inc. (CRD# 119682) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $519,180,000 in 4,455 accounts and serve the financial needs of clients across 43 states (or territories).

By the Numbers
  • Total Assets Under Management
    519
    MILLION
  • Total Number of Accounts
    4,455
    ACCOUNTS
  • Average Account Value
    $116,539
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Bfc Planning, Inc.
Showing 1 - 10 of 176 top financial advisors.
1
Michael N. De Quevedo
CRD#: 2134497
701 Avondale Rd, Erdenheim, PA 19038
98
Wealthminder
score
2
Herald F. Bennett
CRD#: 2317754
118 N. Charles Street, Charles Town, WV 25414
96
Wealthminder
score

Herald Bennett (CRD# 2317754) is an Investment Advisor Representative working at Bfc Planning, Inc. in Charles Town, WV and has over 25 years of experience in the finance industry. Herald Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Layne J. Brown
CRD#: 2826908
5075 E University Avenue, Suite E, Pleasant Hill, IA 50327
96
Wealthminder
score

Layne Brown (CRD# 2826908) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pleasant Hill, IA and has over 21 years of experience in the finance industry.

4
Douglas R. Carroll
CRD#: 714769
2391 Ny Hwy 43, Averill Park, NY 12018
96
Wealthminder
score

Douglas Carroll (CRD# 714769) is an Investment Advisor Representative working at Bfc Planning, Inc. in Averill Park, NY and has over 18 years of experience in the finance industry.

5
Jeffrey T. Huff
CRD#: 3016618
7058 West Sunset Ave, Suite 8, Springdale, AR 72762
96
Wealthminder
score

Jeffrey Huff (CRD# 3016618) is an Investment Advisor Representative working at Bfc Planning, Inc. in Springdale, AR and has over 20 years of experience in the finance industry. Jeffrey Huff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Clifton S. Johnson
CRD#: 1916807
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402
96
Wealthminder
score

Clifton Johnson (CRD# 1916807) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 29 years of experience in the finance industry.

7
Guy W. Jones
CRD#: 1156059
1421 N Elm Street, Suite 100, Denton, TX 76201
96
Wealthminder
score

Guy Jones (CRD# 1156059) is an Investment Advisor Representative working at Bfc Planning, Inc. in Denton, TX and has over 34 years of experience in the finance industry. Guy Jones has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Caleb J. Kirby
CRD#: 4502870
34 Crytal Ave, Derry, NH 03038
96
Wealthminder
score

Caleb Kirby (CRD# 4502870) is an Investment Advisor Representative working at Bfc Planning, Inc. in Derry, NH and has over 16 years of experience in the finance industry. Caleb Kirby has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Jerry A. Koebel
CRD#: 2308544
305 Old Trolley Road, Summerville, SC 29485
96
Wealthminder
score

Jerry Koebel (CRD# 2308544) is an Investment Advisor Representative working at Bfc Planning, Inc. in Summerville, SC and has over 24 years of experience in the finance industry. Jerry Koebel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Kelly A. Kunst
CRD#: 5709095
13101 Preston Road, Suite 400, Dallas, TX 75240
96
Wealthminder
score

Kelly Kunst (CRD# 5709095) is an Investment Advisor Representative working at Bfc Planning, Inc. in Dallas, TX and has over 8 years of experience in the finance industry. Kelly Kunst has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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