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William Gebhart

Bfc Planning, Inc.

Cedar Rapids, IA

Chesterfield, MO

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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-05-19
  • MO RA
    APPROVED
    Since 2023-05-19

Branch Locations

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

16100 Chesterfield Parkway West Suite 150, Chesterfield, MO 63017 • 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
Primerica Financial Services Ballwin MO 09/2015 05/2023
Pfs Investments Inc Ballwin MO 02/2016 05/2023
Schnucks St. Louis MO 03/2014 Present
Berthel, Fisher & Company Financial Services, Inc. Chesterfield MO 05/2023 Present
Bfc Planning, Inc. Chesterfield MO 05/2023 Present
  • 09/2015 → 05/2023
    Primerica Financial Services
    Ballwin, MO
  • 02/2016 → 05/2023
    Pfs Investments Inc
    Ballwin, MO
  • 03/2014 → Present
    Schnucks
    St. Louis, MO
  • 05/2023 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Chesterfield, MO
  • 05/2023 → Present
    Bfc Planning, Inc.
    Chesterfield, MO
Previous Registrations
Other Businesses

Delta Investment Services- N- Chesterfield, MO- Life insurance- Agent- 05/2023- 1- 1- Life Insurance sales as needed for client protection.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-19
S63 Uniform Securities Agent State Law Examination 2016-05-16
  • S65 Uniform Investment Adviser Law Examination
    2018-03-19
  • S63 Uniform Securities Agent State Law Examination
    2016-05-16
Other Names
  • William Gebhart
  • Bill Gebhart
  • William Gebhart

View on SEC IAPD

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STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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