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Bfc Planning, Inc. CRD 119682
$3.84B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-01-31 |
Branch Locations
833 Boardman-Canfield Rd Suite 101, Boardman, OH 44512 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Boardman | OH | 01/2007 | Present |
| Bfc Planning, Inc. | Boardman | OH | 01/2014 | Present |
1. AMERICAN FINANCIAL SERVICES-Y-BOARDMAN, OH-INVESTMENTS & INSURANCE-PRESIDENT-1/1996-200-125-HELP CLIENTS WITH INVESTING AND WEALTH MANAGEMENT. 2. AMERICAN FINANCIAL TAX SERVICES-N-BOARDMAN, OH-TAX PREPARATION-OWNER-1/1996-2-0-PROVIDE TAX PREPARATION SERVICES.
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