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Andrew Lee Feyerabend

Bfc Planning, Inc.

Cedar Rapids, IA

CRD 5915487

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Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bfc Planning, Inc.

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

Current Registrations

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

Branch Locations

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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Moloney Securities Co., Inc. Manchester MO 06/2014 Present
Moloney Investment Advisory Llc Manchester MO 12/2015 12/2016
Moloney Securities Asset Management Llc Manchester MO 12/2016 Present
Berthel, Fisher & Company Financial Services, Inc. Greenville IL 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 06/2014 → Present
    Moloney Securities Co., Inc.
    Manchester, MO
  • 12/2015 → 12/2016
    Moloney Investment Advisory Llc
    Manchester, MO
  • 12/2016 → Present
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Greenville, IL
  • 12/2025 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2016-12-08 → 2025-12-05
    Moloney Securities Asset Management Llc
    Greenville, IL
    Manchester, MO
    Greenville, IL
    Greenville, IL
  • 2016-01-27 → 2016-12-31
    Moloney Investment Advisory Llc
    Greenville, IL
    Manchester, MO
  • 2014-10-31 → 2016-04-27
    Moloney Securities Co., Inc.
    Manchester, MO
    Greenville, IL
    Manchester, MO
    Manchester, MO
Other Businesses

SECURITIES, ADVISORY AND INSURANCE ACTIVITIES D/B/A INVESTMENT CENTER, 100 IDLER LANE, GREENVILLE, IL 62246. GREENVILLE CHAMBER OF COMMERCE. 102 NORTH 2ND STREET, GREENVILLE, IL, 62246. BOARD MEMBER. NOT INVESTMENT RELATED. 0.5 HOURS/MONTH DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-30
  • S66 Uniform Combined State Law Examination
    2014-10-30
Other Names
  • Andrew Feyerabend

View on SEC IAPD

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