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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2014-01-31
  • OH RA
    APPROVED
    Since 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

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
Allstate Insurance Co Cortland OH 01/2006 Present
Richard J Horvath Insurance Agent Boardman OH 01/1996 Present
American Financial Services Boardman OH 11/2009 Present
Berthel Fisher And Company Financial Services, Inc. Boardman OH 11/2009 Present
Bfc Planning, Inc. Boardman OH 01/2014 Present
  • 01/2006 → Present
    Allstate Insurance Co
    Cortland, OH
  • 01/1996 → Present
    Richard J Horvath Insurance Agent
    Boardman, OH
  • 11/2009 → Present
    American Financial Services
    Boardman, OH
  • 11/2009 → Present
    Berthel Fisher And Company Financial Services, Inc.
    Boardman, OH
  • 01/2014 → Present
    Boardman, OH
Previous Registrations
  • 2004-08-03 → 2006-01-11
    Kestra Investment Services, Llc
    Youngstown, OH
Other Businesses

1. AMERICAN FINANCIAL SERVICES-Y-BOARDMAN, OH-DBA FOR SECURITIES-INVESTMENT ADVISOR REPRESENTATIVE-11/2009-200-120-HELP CLIENTS WITH INVESTING & WEALTH MANGEMENT 2. AMERICAN FINANCIAL SERVICES-N-BOARDMAN, OH-FIXED INSURANCE-ADVISOR-11/2009-200-125-FIXED INSURANCE SALES

Other Names
  • Rick Horvath
  • Richard John Horvath
  • Rick J Horvath

View on SEC IAPD

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