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
Armando Partida (CRD# 1699183) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bakersfield, CA and has 1 year of experience in the finance industry.
Gal Perlmutter (CRD# 5040414) is an Investment Advisor Representative working at Bfc Planning, Inc. in Austin, TX and has over 18 years of experience in the finance industry.
Terry Pitchford (CRD# 1156863) is an Investment Advisor Representative working at Bfc Planning, Inc. in Austin, TX and has over 40 years of experience in the finance industry.
Matthew Posey (CRD# 1859130) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry.
Jeffrey Pridey (CRD# 2136022) is an Investment Advisor Representative working at Bfc Planning, Inc. in Twin Falls, ID and has over 33 years of experience in the finance industry.
Paul Reinhart (CRD# 2086851) is an Investment Advisor Representative working at Bfc Planning, Inc. in West Chester, OH and has over 33 years of experience in the finance industry.
Frank Rezack (CRD# 2458612) is an Investment Advisor Representative working at Bfc Planning, Inc. in Rosemount, MN and has over 30 years of experience in the finance industry.
Taylor Ripka (CRD# 5663828) is an Investment Advisor Representative working at Bfc Planning, Inc. in Maple Grove, MN and has over 14 years of experience in the finance industry.
Robert Roach (CRD# 5136246) is an Investment Advisor Representative working at Bfc Planning, Inc. in Greenville, SC and has over 13 years of experience in the finance industry.
Juan Rodriguez (CRD# 4208247) is an Investment Advisor Representative working at Bfc Planning, Inc. in Independence, IA and has over 23 years of experience in the finance industry.