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
Arthur Roth (CRD# 2593892) is an Investment Advisor Representative working at Bfc Planning, Inc. in Merritt Island, FL and has over 28 years of experience in the finance industry.
Jerry Runion (CRD# 3048297) is an Investment Advisor Representative working at Bfc Planning, Inc. in Summerville, SC and has over 25 years of experience in the finance industry.
Suman Sachdeva (CRD# 4008218) is an Investment Advisor Representative working at Bfc Planning, Inc. in Naples, FL and has over 24 years of experience in the finance industry.
Arthur Salmon (CRD# 2693036) is an Investment Advisor Representative working at Bfc Planning, Inc. in Cedar Rapids, IA and has over 28 years of experience in the finance industry.
Michael Samuels (CRD# 1041618) is an Investment Advisor Representative working at Bfc Planning, Inc. in Pittsburgh, PA and has over 42 years of experience in the finance industry.
Frank Scarito (CRD# 1827344) is an Investment Advisor Representative working at Bfc Planning, Inc. in Manchester, NH and has over 35 years of experience in the finance industry.
Jeffrey Schiller (CRD# 1017892) is an Investment Advisor Representative working at Bfc Planning, Inc. in Plano, TX and has over 42 years of experience in the finance industry.
Kevin Schneider (CRD# 860086) is an Investment Advisor Representative working at Bfc Planning, Inc. in Stockton, CA and has over 33 years of experience in the finance industry.
Bonita Schnurr (CRD# 2611731) is an Investment Advisor Representative working at Bfc Planning, Inc. in Algona, IA and has over 28 years of experience in the finance industry.
Shawn Schuyler (CRD# 3124549) 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.