Bfc Planning, Inc.

Bfc Planning, Inc. (CRD# 119682) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $1,477,309,181 in 8,990 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,477
    MILLION
  • 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
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 130 top financial advisors.
1
Robert R. Anderson
CRD#: 3264613
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Robert Anderson (CRD# 3264613) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 24 years of experience in the finance industry.

2
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 25 years of experience in the finance industry.

3
Robert W. Bagby
CRD#: 1936722
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Robert Bagby (CRD# 1936722) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 34 years of experience in the finance industry.

4
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 8 years of experience in the finance industry.

5
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 23 years of experience in the finance industry.

6
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 13 years of experience in the finance industry.

7
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.

8
James A. Bowers
CRD#: 5289266
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

James Bowers (CRD# 5289266) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 15 years of experience in the finance industry.

9
Scott M. Brannan
CRD#: 4553880
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Scott Brannan (CRD# 4553880) 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.

10
Sherwin A. Brook
CRD#: 4053736
Northbrook, IL

Sherwin Brook (CRD# 4053736) is an Investment Advisor Representative working at Bfc Planning, Inc. in Northbrook, IL and has over 24 years of experience in the finance industry.

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