BFC PLANNING, INC.

CEDAR RAPIDS, Iowa·11 registered advisors·CRD# 119682
SEC# 801-67427135319-447-5700
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
200
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BFC PLANNING, INC.

11 registered advisors
Andrew James Christofferson
CEDAR RAPIDS, Iowa
Brian Rupp
CEDAR RAPIDS, Iowa
James Ralph Hohn
CEDAR RAPIDS, Iowa
Joanna Marie Schaul
CEDAR RAPIDS, Iowa
Kimberly Karen Early Chapman
CEDAR RAPIDS, Iowa
Levi Tyler Reeves
CEDAR RAPIDS, Iowa
Louise Dorothy Holtz
CEDAR RAPIDS, Iowa
Paige Nichole Swartzendruber
CEDAR RAPIDS, Iowa
Randy Austin Wilcox
CEDAR RAPIDS, Iowa
Thomas Joseph Berthel
CEDAR RAPIDS, Iowa
Tobi Lane Peterman
CEDAR RAPIDS, Iowa
05

Office Locations

CEDAR RAPIDS, Iowa
11 advisors

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Data sourced from SEC Form ADV filings. BFC PLANNING, INC. (CRD# 119682) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.