Unclaimed Profile

Levi Tyler Reeves

BFC PLANNING, INC.·CEDAR RAPIDS, Iowa

BFC PLANNING, INC.

4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 6938270Firm CRD# 119682

Profile Verification

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

Identity

Levi Tyler Reeves · CEDAR RAPIDS, IA

Registration

CRD #6938270 · BFC PLANNING, INC.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Levi Tyler Reeves 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Levi

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Levi is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITOR FEE

Regulatory

SEC/IARD CRD# 6938270

Firm CRD# 119682

View on FINRA BrokerCheck →

Looking for a financial advisor in CEDAR RAPIDS?

Browse all registered financial advisors in CEDAR RAPIDS, Iowa or claim this profile if it's yours.

Browse CEDAR RAPIDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Levi Tyler Reeves offer?

Levi Tyler Reeves specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.

What are Levi Tyler Reeves's credentials?

Levi Tyler Reeves is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Levi Tyler Reeves located?

Levi Tyler Reeves 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 Levi Tyler Reeves charge for services?

Levi Tyler Reeves'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →