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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 |
|---|---|---|---|
| IA | RA | APPROVED | 2013-12-06 |
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 |
|---|---|---|---|
| IA | RA | APPROVED | 2013-11-21 |
Branch Locations
4201 42Nd Street Ne, Suite 100, Cedar Rapids, IA 52402-7101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 08/2012 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-21 |
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