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Louise Dorothy Holtz

BFC PLANNING, INC.·CEDAR RAPIDS, Iowa
Unclaimed Profile
4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 1942041Firm CRD# 119682
01

About

Louise Dorothy Holtz 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
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# 1942041
Firm CRD# 119682
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louise Dorothy Holtz offer?
Louise Dorothy Holtz specializes in Financial Planning, Investment Management. Contact their office in CEDAR RAPIDS, Iowa for a consultation.
What are Louise Dorothy Holtz's credentials?
Louise Dorothy Holtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louise Dorothy Holtz located?
Louise Dorothy Holtz 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 Louise Dorothy Holtz charge for services?
Louise Dorothy Holtz'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 in CEDAR RAPIDS
Ronald Odin Brendengen — BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.Randy Austin Wilcox — BFC PLANNING, INC.Christopher C Thompson — AEGON USA REALTY ADVISORS, LLCDavid Lynn Blankenship — AEGON USA INVESTMENT MANAGEMENT, LLCThomas Joseph Berthel — BFC PLANNING, INC.
Nearby cities in Iowa
DES MOINES (164)WEST DES MOINES (142)DUBUQUE (61)DAVENPORT (35)FAIRFIELD (31)
City Guides
DES MOINES GuideWEST DES MOINES GuideDUBUQUE GuideDAVENPORT GuideFAIRFIELD Guide
Research
Advisor Fees in IowaNational Fee Analysis
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