Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| IA | RA | APPROVED | 2013-12-05 |
Branch Locations
2550 Middle Road Northwest Bk Bldg, Suite 300, Bettendorf, IA 52722-3298 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Co Financial Services, Inc. | Bettendorf | IA | 07/2011 | Present |
| Bfc Planning, Inc. | Bettendorf | IA | 12/2013 | Present |
ALLAN ULRICH, INSURANCE-N-BETTENDORF, IA-FIXED INSURANCE SALES-INSUANCE AGENT-05//2014-1-1-OFFERING TERM LIFE INSURANCE PODUCTS TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-14 |
Reach out to this advisor