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Robert Reed Anderson

Bfc Planning, Inc.

Cedar Rapids, IA

Seguin, TX

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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-10-08
  • TX RA
    APPROVED
    Since 2015-10-08

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

206 S King St, Seguin, TX 78155 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Anico San Antonio TX 06/1999 Present
Securities Management & Research, Inc. Seguin TX 07/1999 Present
Bfc Planning Inc. Seguin IA 10/2015 Present
  • 06/1999 → Present
    Anico
    San Antonio, TX
  • 07/1999 → Present
    Securities Management & Research, Inc.
    Seguin, TX
  • 10/2015 → Present
    Bfc Planning Inc.
    Seguin, IA
Other Businesses

1.AMERICAN NATIONAL-Y-SEGUIN, TX-INSURANCE SALES-AGENT-01/1995-180-140-INSURANCE SALES. 2. ANDERSON FINANCIAL SOLUTIONS-N-SEGUIN, TX-INSURANCE-OWNER-01/1995-180-140-SALES AND SERVICE OF INS. AND SECURITIES PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-24
S63 Uniform Securities Agent State Law Examination 1999-10-14
  • S65 Uniform Investment Adviser Law Examination
    2015-09-24
  • S63 Uniform Securities Agent State Law Examination
    1999-10-14
Other Names
  • Rob Anderson

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

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