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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2019-05-24 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-06-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | San Diego | CA | 06/2013 | Present |
| Bfc Planning, Inc. | Chula Vista | CA | 05/2019 | Present |
1.PRIME COORDINATES, LLC-N-SAN DIEGO, CA-REAL ESTATE INVESTMENTS/RENTALS-PRESIDENT-04/2007-1-0-HANDLES ADMINISTRATIVE DUTIES 2.ARETUSA GROUP-N-SAN DIEGO, CA-TRANSLATION SERVICES-PARTNER-04/2014-0-0-WIFE MANAGES AND DOES THE TRANSLATIONS 3.Home Resource Center-N-Chula Vista, CA-Mortgage Loan Officer-Mortgage Originator-06/2023-15-7-Originate Mortgage Loans. 4.Sergio Gallego Insurance-N-Chula Vista, CA-Insurance Sales-Agent-12/2020-1-0-Sale of Insurance Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-20 |
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