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
Clifton Johnson (CRD# 1916807) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bountiful, UT and has over 35 years of experience in the finance industry.
Guy Jones (CRD# 1156059) is an Investment Advisor Representative working at Bfc Planning, Inc. in Denton, TX and has over 40 years of experience in the finance industry.
William Kaler (CRD# 1195036) is an Investment Advisor Representative working at Bfc Planning, Inc. in Altoona, PA and has over 39 years of experience in the finance industry.
Russell Kaplan (CRD# 1408178) is an Investment Advisor Representative working at Bfc Planning, Inc. in Lincoln, NE and has over 29 years of experience in the finance industry.
Todd Kelly (CRD# 5283822) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cincinnati, OH and has over 10 years of experience in the finance industry.
Jerry Koebel (CRD# 2308544) is an Investment Advisor Representative working at Bfc Planning, Inc. in Summerville, SC and has over 30 years of experience in the finance industry.
Kelly Kunst (CRD# 5709095) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 14 years of experience in the finance industry.
Majid Kureshi (CRD# 6328650) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 8 years of experience in the finance industry.
Steven Lee (CRD# 2307532) is an Investment Advisor Representative working at Bfc Planning, Inc. in Lake Forest, IL and has over 29 years of experience in the finance industry.
Troy Mantz (CRD# 6438279) is an Investment Advisor Representative working at Bfc Planning, Inc. in Minot, ND and has over 9 years of experience in the finance industry.