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Andrew James Christofferson

BFC PLANNING, INC.·CEDAR RAPIDS, Iowa
BFC PLANNING, INC.
4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 3248381Firm CRD# 119682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew James Christofferson · CEDAR RAPIDS, IA
Registration
CRD #3248381 · BFC PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Andrew James Christofferson is a registered financial advisor based in CEDAR RAPIDS, Iowa, affiliated with BFC PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BFC PLANNING, INC.
BFC PLANNING, INC.
AUM
$1.8B
Regulatory assets under management
Employees
200
Total firm employees
View all advisors at BFC PLANNING, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEE
Regulatory
SEC/IARD CRD# 3248381
Firm CRD# 119682
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew James Christofferson offer?
Andrew James Christofferson specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Andrew James Christofferson's credentials?
Andrew James Christofferson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Christofferson located?
Andrew James Christofferson is based in CEDAR RAPIDS, Iowa, working with BFC PLANNING, INC.. Their office serves clients in the CEDAR RAPIDS metropolitan area and surrounding communities.
How does Andrew James Christofferson charge for services?
Andrew James Christofferson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BFC PLANNING, INC.?
BFC PLANNING, INC. has approximately 200 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BFC PLANNING, INC.

Steve Chester Hannah
CEDAR RAPIDS, IA
Joanna Marie Schaul
CEDAR RAPIDS, IA
Levi Tyler Reeves
CEDAR RAPIDS, IA
Paige Nichole Swartzendruber
CEDAR RAPIDS, IA
Leslie Donald Smith
MARION, IA
Brian Rupp
CEDAR RAPIDS, IA

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Research
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