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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-20 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Jupiter, FL • United States
1674 15Th St W Suite 4, Dickinson, ND 58601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Free Of Fear Corp | Atlanta | GA | 05/2024 | 05/2025 |
| M Group Advisors Llc | Chicago | IL | 06/2025 | Present |
| State Street Tax & Accounting Advisors Llc | Dickinson | ND | 06/2025 | Present |
| Student | Jupiter | FL | 08/2012 | 05/2024 |
| Berthel, Fisher & Company Financial Services, Inc. | Jupiter | FL | 01/2026 | Present |
| Bfc Planning, Inc. | Jupiter | FL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-08 |
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