Unclaimed Profile

Tobi Lane Peterman

BFC PLANNING, INC.·CEDAR RAPIDS, Iowa

SIE, Series 6TO, Series 7, Series 24, Series 55, Series 57TO, Series 63, Series 66, Series 79TO, Series 99TOClean record14 years registeredBFC PLANNING, INC.

4201 42ND STREET NE, CEDAR RAPIDS, IA 52402CRD# 2421561Firm CRD# 119682

Profile Verification

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

Identity

Tobi Lane Peterman · CEDAR RAPIDS, IA

Registration

CRD #2421561 · BFC PLANNING, INC. · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BFC PLANNING, INC.

LPL FINANCIAL LLC

Jan 2025 – Oct 2025

MUSCATINE, IA

FBL WEALTH MANAGEMENT, LLC

Nov 2022 – Jan 2025

West Des Moines, IA

BFC PLANNING, INC.

Oct 2018 – Sep 2022

CEDAR RAPIDS, IA

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Jun 2016 – Sep 2022

Cedar Rapids, IA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jul 2012 – Jun 2016

CEDAR RAPIDS, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 55

Series 57TO

Series 63

Series 66

Series 79TO

Series 99TO

Registration record

First registered · July 5, 2012

Years registered · 14

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 Tobi Lane Peterman offer?

Tobi Lane Peterman specializes in Financial Planning, Investment Management.

What are Tobi Lane Peterman's credentials?

Tobi Lane Peterman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tobi Lane Peterman located?

Tobi Lane Peterman is based in CEDAR RAPIDS, Iowa, last registered with BFC PLANNING, INC..

How does Tobi Lane Peterman charge for services?

Tobi Lane Peterman'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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