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Leslie Donald Smith

BFC PLANNING, INC.·MARION, Iowa
BFC PLANNING, INC.
701 TAMA STREET, MARION, IA 52302CRD# 2866640Firm CRD# 119682

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leslie Donald Smith · MARION, IA
Registration
CRD #2866640 · BFC PLANNING, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Leslie Donald Smith is a registered financial advisor based in MARION, 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
Introduction

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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# 2866640
Firm CRD# 119682
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leslie Donald Smith offer?
Leslie Donald Smith specializes in Financial Planning, Investment Management. Contact their office in MARION, Iowa for a consultation.
What are Leslie Donald Smith's credentials?
Leslie Donald Smith is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Donald Smith located?
Leslie Donald Smith is based in MARION, Iowa, working with BFC PLANNING, INC.. Their office serves clients in the MARION metropolitan area and surrounding communities.
How does Leslie Donald Smith charge for services?
Leslie Donald Smith'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.

Steve Chester Hannah
CEDAR RAPIDS, IA
Joanna Marie Schaul
CEDAR RAPIDS, IA
Levi Tyler Reeves
CEDAR RAPIDS, IA
Paige Nichole Swartzendruber
CEDAR RAPIDS, IA
Andrew James Christofferson
CEDAR RAPIDS, IA
Brian Rupp
CEDAR RAPIDS, IA

More Advisors in MARION, Iowa

Daniel Peter Wegmann
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·MARION, IA

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