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).

Current Firm Details
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402
https://www.linkedin.com/company/berthel-fisher-
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 121 - 127 of 127 top financial advisors.
121
Tofig Mammadov, financial advisor Cedar Rapids IA
Tofig Mammadov
CRD#: 7064058
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Tofig Mammadov (CRD# 7064058) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 4 years of experience in the finance industry.

122
Adam Melom, financial advisor Cedar Rapids IA
Adam J. Melom
CRD#: 6614767
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Adam Melom (CRD# 6614767) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 4 years of experience in the finance industry.

123
Jason Robinson, financial advisor Cedar Rapids IA
Jason C. Robinson
CRD#: 6813314
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Jason Robinson (CRD# 6813314) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 6 years of experience in the finance industry.

124
Michael Rosenthal, financial advisor Cortland NY
Michael R. Rosenthal
CRD#: 7829575
1 N Main Street, Suite 304, Cortland, NY 13045

Michael Rosenthal (CRD# 7829575) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cortland, NY and has 1 year of experience in the finance industry.

125
Patrick Senger, financial advisor Cedar Rapids IA
Patrick J. Senger
CRD#: 7079316
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Patrick Senger (CRD# 7079316) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 4 years of experience in the finance industry.

126
Matthew Shinn, financial advisor Cedar Rapids IA
Matthew D. Shinn
CRD#: 7628886
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Matthew Shinn (CRD# 7628886) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry.

127
William Sines, financial advisor Cedar Rapids IA
William E. Sines
CRD#: 6991317
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

William Sines (CRD# 6991317) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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