Unclaimed Profile

Joanna Marie Schaul

BFC PLANNING, INC.·CEDAR RAPIDS, Iowa

SIE, Series 7TO, Series 24, Series 66, Series 99Clean record4 years registeredBFC PLANNING, INC.

4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 4947759Firm CRD# 119682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joanna Marie Schaul · CEDAR RAPIDS, IA

Registration

CRD #4947759 · BFC PLANNING, INC. · 4 years registered

Brand Profile

Not yet started

Career History

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Jan 2022 – present

BFC PLANNING, INC.

Jan 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 24

Series 66

Series 99

Registration record

First registered · January 25, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BFC PLANNING, INC.

CRD 119682 · SEC 801-67427

AUM

$1.8B

Regulatory assets under management

Employees

200

8,749 client accounts

Services offered by BFC PLANNING, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BFC PLANNING, INC. →

Introduction

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Frequently Asked Questions

What services does Joanna Marie Schaul offer?

Joanna Marie Schaul specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are Joanna Marie Schaul's credentials?

Joanna Marie Schaul is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joanna Marie Schaul located?

Joanna Marie Schaul 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 Joanna Marie Schaul charge for services?

Joanna Marie Schaul'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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