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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 07/2012 | 12/2025 |
| Moloney Investment Advisory Llc | Manchester | MO | 02/2016 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 02/2016 | 12/2025 |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Winterset | IA | 12/2025 | Present |
1. BRIDGES INSURANCE GROUP, INVESTMENT RELATED, 56 COURT, WINTERSET, IA OWNER/OPERATOR OF FIXED INSURANCE, PROPERTY-CASUALTY, LIFE & HEALTH INSURANCE. START DATE JANAURY, 2002. 30 HOURS PER MONTH W/20 HOURS/MONTH SPENT DURING SECURITIES TRADING HOURS. 2. BRIDGES FINANCIAL, INC., PRESIDENT, FINANCIAL SERVICES BUSINESS OFFERING ACCOUNTING, BOOKKEEPING AND TAX PREPARATION SERVICES. NOT ACTIVE, OWNERSHIP ONLY ON THE TAX AND ACCOUNTING PART OF BUSINESS. 3. TREASURER, LA GRANGE 1992, INC., NOT INVESTMENT-RELATED, NO TIME DEVOTED DURING SECURITIES TRADING HOURS. 4. BOARD MEMBER, WINTERSET AIRPORT AUTHORITY, OVERSEE ACTIVITIES AND FINANCES OF THE AIRPORT. 3405 NORTH 8TH AVE. WINTERSET, IA, 50273. ONE HOUR/WEEK DURING TRADING HOURS. NOT INVESTMENT RELATED. 5. CHURCH TRUSTEE, ST. JOSEPH CHURCH - SIGN OFF ANNUALLY ON CHURCH'S CORPORATION'S 990 TAX RETURN. 1026 NORTH 8TH AVE., WINTERSET, IA 50273. NOT INVESTMENT RELATED. HALF AN HOUR/WEEK DURING TRADING HOURS. 6. TREASURER, WINTERSET COMMUNITY BAND. 708 WEST JEFFERSON STREET, WINTERSET, IA 50273. NOT INVESTMENT RELATED. NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-05 |
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