Bfc Planning, Inc.
Bfc Planning, Inc. (CRD# 119682) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $1,839,208,077 in 8,749 accounts and serve the financial needs of clients across 51 states (or territories).
-
Total Assets Under Management1,839MILLION
-
Total Number of Accounts8,749ACCOUNTS
-
Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
Richard Townsend (CRD# 5126093) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cordova, TN and has over 17 years of experience in the finance industry.
Charles Trotter (CRD# 3009155) is an Investment Advisor Representative working at Bfc Planning, Inc. in Atchison, KS and has over 26 years of experience in the finance industry.
Allan Ulrich (CRD# 4233216) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bettendorf, IA and has over 23 years of experience in the finance industry.
Jeffrey Utterback (CRD# 4793105) is an Investment Advisor Representative working at Bfc Planning, Inc. in Toledo, OH and has over 19 years of experience in the finance industry.
Suzanne Wagner (CRD# 1852685) 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.
Jody Weis (CRD# 2032709) is an Investment Advisor Representative working at Bfc Planning, Inc. in Chesterfield, MO and has over 33 years of experience in the finance industry.
Christopher Williams (CRD# 1254361) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 39 years of experience in the finance industry.
Sally Witt (CRD# 1686777) is an Investment Advisor Representative working at Bfc Planning, Inc. in League City, TX and has over 27 years of experience in the finance industry.
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.
Matthew Bins-Castronovo (CRD# 7658908) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry.