Bfc Planning, Inc.

Bfc Planning, Inc. (CRD# 119682) is a financial advisory firm headquartered in Cedar Rapids, IA. They manage $1,477,309,181 in 8,990 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,477
    MILLION
  • Total Number of Accounts
    8,990
    ACCOUNTS
  • Average Account Value
    $164,328
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 11 - 20 of 130 top financial advisors.
11
Dylan D. Brooks
CRD#: 4688151
220 S Pine St, Telluride, CO 81435

Dylan Brooks (CRD# 4688151) is an Investment Advisor Representative working at Bfc Planning, Inc. in Telluride, CO and has over 20 years of experience in the finance industry.

12
Layne J. Brown
CRD#: 2826908
5075 E University Avenue, Suite E, Pleasant Hill, IA 50327

Layne Brown (CRD# 2826908) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pleasant Hill, IA and has over 27 years of experience in the finance industry.

13
Daniel D. Brummel
CRD#: 5025695
5075 E University Avenue, Pleasant Hill, IA 50327

Daniel Brummel (CRD# 5025695) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pleasant Hill, IA and has over 18 years of experience in the finance industry.

14
Michael P. Butterworth
CRD#: 1430822
525 Kenhorst Blvd, Reading, PA 19611

Michael Butterworth (CRD# 1430822) is an Investment Advisor Representative working at Bfc Planning, Inc. in Reading, PA and has over 38 years of experience in the finance industry.

15
James R. Caldwell
CRD#: 5276864
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

James Caldwell (CRD# 5276864) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 11 years of experience in the finance industry.

16
John W. Cameron
CRD#: 1253957
3230 Central Park West, Suite 202, Toledo, OH 43617

John Cameron (CRD# 1253957) is an Investment Advisor Representative working at Bfc Planning, Inc. in Toledo, OH and has over 26 years of experience in the finance industry.

17
Damien T. Clark
CRD#: 5464549
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Damien Clark (CRD# 5464549) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 13 years of experience in the finance industry.

18
Lori A. Clem
CRD#: 1145827
Carrollton, TX

Lori Clem (CRD# 1145827) is an Investment Advisor Representative working at Bfc Planning, Inc. in Carrollton, TX and has over 29 years of experience in the finance industry.

19
Thresa A. Cochran
CRD#: 2223114
4055 Spencer, Suite 210, Las Vegas, NV 89119

Thresa Cochran (CRD# 2223114) is an Investment Advisor Representative working at Bfc Planning, Inc. in Las Vegas, NV and has over 31 years of experience in the finance industry.

20
Larry L. Coyle
CRD#: 4665774
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA 52402

Larry Coyle (CRD# 4665774) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 20 years of experience in the finance industry.

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