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).
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Total Assets Under Management1,477MILLION
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Total Number of Accounts8,990ACCOUNTS
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Average Account Value$164,328
- 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
Michael Frischmeyer (CRD# 823007) is an Investment Advisor Representative working at Bfc Planning, Inc. in Fort Dodge, IA and has over 33 years of experience in the finance industry.
William Gebhart (CRD# 6521742) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 7 years of experience in the finance industry.
Gregg Georgantas (CRD# 1620707) is an Investment Advisor Representative working at Bfc Planning, Inc. in Channanon, IL and has over 32 years of experience in the finance industry.
Paul Goenner (CRD# 2856681) is an Investment Advisor Representative working at Bfc Planning, Inc. in Clear Lake, MN and has over 26 years of experience in the finance industry.
Steven Gundy (CRD# 3263530) 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.
Kristen Haley (CRD# 2297684) is an Investment Advisor Representative working at Bfc Planning, Inc. in West Conshohocken, PA and has over 28 years of experience in the finance industry.
Augustus Hames (CRD# 4664386) is an Investment Advisor Representative working at Bfc Planning, Inc. in Clarkesville, GA and has over 20 years of experience in the finance industry.
Lars Hansen (CRD# 2803727) is an Investment Advisor Representative working at Bfc Planning, Inc. in Mesa, AZ and has over 27 years of experience in the finance industry.
Robert Hardcastle (CRD# 1101791) is an Investment Advisor Representative working at Bfc Planning, Inc. in Chesterfield, MO and has over 33 years of experience in the finance industry.
Paul Hardin (CRD# 1856073) is an Investment Advisor Representative working at Bfc Planning, Inc. in Jerseyville, IL and has over 35 years of experience in the finance industry.