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Kimberly Karen Early Chapman

BFC PLANNING, INC.·CEDAR RAPIDS, Iowa
SIE, Series 6, Series 7, Series 14, Series 24, Series 99TOClean recordBFC PLANNING, INC.
4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 2527036Firm CRD# 119682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Karen Early Chapman · CEDAR RAPIDS, IA
Registration
CRD #2527036 · BFC PLANNING, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 14
Series 24
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

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

03

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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04

Frequently Asked Questions

What services does Kimberly Karen Early Chapman offer?
Kimberly Karen Early Chapman specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Kimberly Karen Early Chapman's credentials?
Kimberly Karen Early Chapman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Karen Early Chapman located?
Kimberly Karen Early Chapman 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 Kimberly Karen Early Chapman charge for services?
Kimberly Karen Early Chapman'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.

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Andrew James Christofferson
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Levi Tyler Reeves
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Brian Rupp
CEDAR RAPIDS, IA
Joanna Marie Schaul
CEDAR RAPIDS, IA
Thomas Joseph Berthel
CEDAR RAPIDS, IA

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