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 31 - 40 of 130 top financial advisors.
31
Michael J. Frischmeyer
CRD#: 823007
1422 Central Ave., Fort Dodge, IA 50501

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.

32
William Gebhart
CRD#: 6521742
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

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.

33
Gregg T. Georgantas
CRD#: 1620707
Channanon, IL

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.

34
Paul L. Goenner
CRD#: 2856681
Clear Lake, MN

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.

35
Steven A. Gundy
CRD#: 3263530
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

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.

36
Kristen M. Haley
CRD#: 2297684
200 Barr Harbor Drive, Suite 400, West Conshohocken, PA 19428

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.

37
Augustus G. Hames
CRD#: 4664386
562 Washington St., P.o. Box 877, Clarkesville, GA 30523

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.

38
Lars D. Hansen
CRD#: 2803727
4455 E. Broadway Rd, Suite 109, Mesa, AZ 85206

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.

39
Robert B. Hardcastle
CRD#: 1101791
16100 Chesterfield Parkway West, Suite 150, Chesterfield, MO 63017

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.

40
Paul G. Hardin
CRD#: 1856073
308 South State Street, Jerseyville, IL 62052

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.

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