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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-12-05
  • MO RA
    APPROVED
    Since 2025-12-05

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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
Kreismann Bayer Insurance Advisors St Louis MO 10/2016 08/2026
Greenpoint Insurance Advisors St Louis MO 07/2011 05/2023
Spectrum Cable St Louis MO 03/2016 10/2016
Bankers Life St Louis MO 10/2022 03/2023
Hovis And Associates St Louis MO 04/2023 Present
Saint Louis University High School St Louis MO 02/2014 05/2023
Moloney Securities Co., Inc. Manchester MO 05/2023 12/2025
Berthel, Fisher & Company Financial Services, Inc. Manchester MO 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 10/2016 → 08/2026
    Kreismann Bayer Insurance Advisors
    St Louis, MO
  • 07/2011 → 05/2023
    Greenpoint Insurance Advisors
    St Louis, MO
  • 03/2016 → 10/2016
    Spectrum Cable
    St Louis, MO
  • 10/2022 → 03/2023
    Bankers Life
    St Louis, MO
  • 04/2023 → Present
    Hovis And Associates
    St Louis, MO
  • 02/2014 → 05/2023
    Saint Louis University High School
    St Louis, MO
  • 05/2023 → 12/2025
    Moloney Securities Co., Inc.
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Manchester, MO
  • 12/2025 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2024-03-04 → 2025-12-05
    Moloney Securities Asset Management Llc
    Manchester, MO
    Manchester, MO
Other Businesses

Hovis and Associates- Medicare Insurance Sales Representative. This is not investment related. St Louis, MO. Started in 4/2023. I spend about 10 hours per month on this and no time during the working day. I sell and service Medicare gap insurance policies. Not investment related. Levinson and Associates. Insurance Producer. Coral Springs, FL. Started in 4/2023. I spend about 1 hour per month on this and no time during trading hours. Life insurance sales. St. Louis University High School - Rugby Coach. St. Louis, MO. Not investment related. Conducted about 2hrs/week during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-10
S63 Uniform Securities Agent State Law Examination 2023-09-14
  • S65 Uniform Investment Adviser Law Examination
    2024-02-10
  • S63 Uniform Securities Agent State Law Examination
    2023-09-14
Other Names
  • Sean Grimes Hardin

View on SEC IAPD

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