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).

By the Numbers
  • Total Assets Under Management
    1,839
    MILLION
  • Total Number of Accounts
    8,749
    ACCOUNTS
  • Average Account Value
    $210,219
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 41 - 50 of 130 top financial advisors.
41
Edmund L. Hart
CRD#: 1587759
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Edmund Hart (CRD# 1587759) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 37 years of experience in the finance industry.

42
Bret A. Hartman
CRD#: 4502046
Cortland, NY

Bret Hartman (CRD# 4502046) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cortland, NY and has over 14 years of experience in the finance industry.

43
Jeffrey A. Haub
CRD#: 3276250
629 N. Galena Ave., Dixon, IL 61021

Jeffrey Haub (CRD# 3276250) is an Investment Advisor Representative working at Bfc Planning, Inc. in Dixon, IL and has over 24 years of experience in the finance industry.

44
J. Kyle Haugen
CRD#: 4920102
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

J. Kyle Haugen (CRD# 4920102) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 18 years of experience in the finance industry.

45
Jack G. Haugen
CRD#: 3243384
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Jack Haugen (CRD# 3243384) 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.

46
David A. Hickman
CRD#: 5050122
4015 Executive Park Drive, Suite 300, Cincinnati, OH 45241

David Hickman (CRD# 5050122) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry.

47
Clifton P. Higgs
CRD#: 5492596
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Clifton Higgs (CRD# 5492596) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 15 years of experience in the finance industry.

48
Richard J. Horvath
CRD#: 2986519
833 Boardman-canfield Rd, Suite 101, Boardman, OH 44512

Richard Horvath (CRD# 2986519) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has 1 year of experience in the finance industry.

49
David R. Hurlbut
CRD#: 6695400
2915 Cedar St, Suite 1, Muscatine, IA 52761

David Hurlbut (CRD# 6695400) is an Investment Advisor Representative working at Bfc Planning, Inc. in Muscatine, IA and has over 7 years of experience in the finance industry.

50
Buddy J. Jessee
CRD#: 1051707
7131 S. Braden Ave, Tulsa, OK 74136

Buddy Jessee (CRD# 1051707) is an Investment Advisor Representative working at Bfc Planning, Inc. in Tulsa, OK and has over 40 years of experience in the finance industry.

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