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
Chris McElhannon (CRD# 2432125) is an Investment Advisor Representative working at Bfc Planning, Inc. in Hammond, LA and has over 15 years of experience in the finance industry.
Steven McEvilly (CRD# 1409261) is an Investment Advisor Representative working at Bfc Planning, Inc. in Longwood, FL and has over 36 years of experience in the finance industry.
Sean McGhee (CRD# 1511563) is an Investment Advisor Representative working at Bfc Planning, Inc. in Toledo, OH and has over 37 years of experience in the finance industry.
Jon Mesmer (CRD# 2179965) is an Investment Advisor Representative working at Bfc Planning, Inc. in Aberdeen, SD and has over 32 years of experience in the finance industry.
Nicholas Mock (CRD# 5993579) is an Investment Advisor Representative working at Bfc Planning, Inc. in Minot, ND and has over 12 years of experience in the finance industry.
Steven Mrozek (CRD# 2663414) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has over 25 years of experience in the finance industry.
Scott Munro (CRD# 1534754) is an Investment Advisor Representative working at Bfc Planning, Inc. in San Diego, CA and has over 29 years of experience in the finance industry.
Greg Osby (CRD# 1794660) is an Investment Advisor Representative working at Bfc Planning, Inc. in Urbandale, IA and has over 36 years of experience in the finance industry.
Matthew Palazzolo (CRD# 2851383) is an Investment Advisor Representative working at Bfc Planning, Inc. in Webster Groves, MO and has over 26 years of experience in the finance industry.
John Palmer (CRD# 723541) is an Investment Advisor Representative working at Bfc Planning, Inc. in Salem, OR and has 1 year of experience in the finance industry.