Bfc Planning, Inc.
Bfc Planning, Inc. (CRD# 119682) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $1,955,791,103 in 9,031 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1,956MILLION
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Total Number of Accounts9,031ACCOUNTS
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Average Account Value$216,564
- 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
Robert Anderson (CRD# 3264613) is an Investment Advisor Representative working at Bfc Planning, Inc. in Seguin, TX and has over 23 years of experience in the finance industry.
Gilbert Arevalos (CRD# 2960341) is an Investment Advisor Representative working at Bfc Planning, Inc. in Albuquerque, NM and has over 24 years of experience in the finance industry.
Jahanguir Azodi (CRD# 3061934) 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.
Robert Bagby (CRD# 1936722) is an Investment Advisor Representative working at Bfc Planning, Inc. in Olivette, MO and has over 33 years of experience in the finance industry.
Mark Bakkum (CRD# 6420037) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bismarck, ND and has over 7 years of experience in the finance industry.
Ryan Benning (CRD# 4205469) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bismarck, ND and has over 22 years of experience in the finance industry.
Jason Bernat (CRD# 5290660) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has over 12 years of experience in the finance industry.
Tarick Bernat (CRD# 2000473) is an Investment Advisor Representative working at Bfc Planning, Inc. in Boardman, OH and has 1 year of experience in the finance industry.
James Bowers (CRD# 5289266) is an Investment Advisor Representative working at Bfc Planning, Inc. in Athens, GA and has over 14 years of experience in the finance industry.
Scott Brannan (CRD# 4553880) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bismarck, ND and has over 19 years of experience in the finance industry.