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).
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Total Assets Under Management1,839MILLION
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Total Number of Accounts8,749ACCOUNTS
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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
David Day (CRD# 7719299) is an Investment Advisor Representative working at Bfc Planning, Inc. in Dallas, TX and has 1 year of experience in the finance industry.
Brett Heiniger (CRD# 7320364) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bloomington, IL and has over 3 years of experience in the finance industry.
Trevor Heitland (CRD# 7302055) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 2 years of experience in the finance industry.
Shane Kaler (CRD# 7604589) is an Investment Advisor Representative working at Bfc Planning, Inc. in Altoona, PA and has 1 year of experience in the finance industry.
Farrukh Kazmi (CRD# 2855915) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 14 years of experience in the finance industry.
Owen Kennedy (CRD# 3215413) 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.
Robert Kennedy (CRD# 2359314) is an Investment Advisor Representative working at Bfc Planning, Inc. in Clarksville, TN and has over 30 years of experience in the finance industry.
Jessica Koebel (CRD# 7320354) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 2 years of experience in the finance industry.
David Kurt (CRD# 4374795) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry.
James Malaussena (CRD# 2494951) is an Investment Advisor Representative working at Bfc Planning, Inc. in Palm Beach Gardens, FL and has over 29 years of experience in the finance industry.