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
Louis Danna (CRD# 1209052) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 40 years of experience in the finance industry.
Frank Delurgio (CRD# 845637) is an Investment Advisor Representative working at Bfc Planning, Inc. in Saint Louis, MO and has over 40 years of experience in the finance industry.
James Diffly (CRD# 1251341) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cumming, GA and has over 38 years of experience in the finance industry.
Edward Dougherty (CRD# 4109336) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 23 years of experience in the finance industry.
David Downey (CRD# 4543901) is an Investment Advisor Representative working at Bfc Planning, Inc. in Marion, IA and has over 17 years of experience in the finance industry.
Louis Eastman (CRD# 1634071) is an Investment Advisor Representative working at Bfc Planning, Inc. in Dixon, IL and has over 32 years of experience in the finance industry.
David Falk (CRD# 1036828) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 42 years of experience in the finance industry.
Terrence Fergen (CRD# 4725641) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bedford, TX and has over 20 years of experience in the finance industry.
Travis Feucht (CRD# 4173616) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 23 years of experience in the finance industry.
