Bfc Planning, Inc.

Bfc Planning, Inc. (CRD# 119682) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $987,106,970 in 6,530 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    987
    MILLION
  • Total Number of Accounts
    6,530
    ACCOUNTS
  • Average Account Value
    $151,165
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, 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

Financial Advisors at Bfc Planning, Inc.
Showing 1 - 10 of 152 top financial advisors.
1
Robert R. Anderson
CRD#: 3264613
113 S. River Street, Suite 207, Seguin, TX 78155

Robert Anderson (CRD# 3264613) is an Investment Advisor Representative working at Bfc Planning, Inc. in Seguin, TX and has over 21 years of experience in the finance industry.

2
Christine Angelakos
CRD#: 2379414
1 E. Northwest Hwy., Suite 209, Palatine, IL 60067

Christine Angelakos (CRD# 2379414) is an Investment Advisor Representative working at Bfc Planning, Inc. in Palatine, IL and has over 26 years of experience in the finance industry.

3
Christopher T. Anteau
CRD#: 4724842
3454 Oak Alley Court, Suite 108, Toledo, OH 43606

Christopher Anteau (CRD# 4724842) is an Investment Advisor Representative working at Bfc Planning, Inc. in Toledo, OH and has over 16 years of experience in the finance industry.

4
Gilbert Arevalos
CRD#: 2960341
2900 Louisiana Blvd Ne, Suite 200 A, Albuquerque, NM 87110

Gilbert Arevalos (CRD# 2960341) is an Investment Advisor Representative working at Bfc Planning, Inc. in Albuquerque, NM and has over 22 years of experience in the finance industry.

5
Jahanguir Azodi
CRD#: 3061934
5601 Ne Antioch Rd, Suite 8, Gladstone, MO 64119

Jahanguir Azodi (CRD# 3061934) is an Investment Advisor Representative working at Bfc Planning, Inc. in Gladstone, MO and has over 22 years of experience in the finance industry.

6
Robert W. Bagby
CRD#: 1936722
9666 Olive Boulevard, Suite 390, Olivette, MO 63132

Robert Bagby (CRD# 1936722) is an Investment Advisor Representative working at Bfc Planning, Inc. in Olivette, MO and has over 31 years of experience in the finance industry.

7
Mark Bakkum
CRD#: 6420037
4501 Coleman Street, Suite 208, Bismarck, ND 58503

Mark Bakkum (CRD# 6420037) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bismarck, ND and has over 5 years of experience in the finance industry.

8
Ryan P. Benning
CRD#: 4205469
4501 Coleman Street, Suite 208, Bismarck, ND 58503

Ryan Benning (CRD# 4205469) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bismarck, ND and has over 20 years of experience in the finance industry.

9
Jason J. Bernat
CRD#: 5290660
833 Boardman-canfield Rd, Suite 101, Boardman, OH 44512

Jason Bernat (CRD# 5290660) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has over 9 years of experience in the finance industry.

10
Tarick L. Bernat
CRD#: 2000473
833 Boardman-canfield Rd, Suite 101, Boardman, OH 44512

Tarick Bernat (CRD# 2000473) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has 1 year of experience in the finance industry.

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