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Chandler Lee Johnson

Bfc Planning, Inc.

Cedar Rapids, IA

Dallas, TX

CRD 8219203

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Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-05
  • TX RA
    APPROVED
    Since 2026-03-05

Branch Locations

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

15443 Knoll Trail Dr #110, Dallas, TX 75248 • 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
Dallas Baptist University Dallas TX 08/2016 08/2017
Greenwell Homes Dallas TX 05/2018 11/2019
Encapture (Formerly Imagine Solutions) Dallas TX 11/2019 06/2021
Cliffmade Dallas TX 06/2021 08/2021
Encapture Dallas TX 08/2021 01/2023
American Airlines Fort Worth TX 01/2023 01/2026
Berthel Fisher & Company Financial Services, Inc. Dallas IA 01/2026 Present
Student Dallas TX 08/2013 05/2018
  • 08/2016 → 08/2017
    Dallas Baptist University
    Dallas, TX
  • 05/2018 → 11/2019
    Greenwell Homes
    Dallas, TX
  • 11/2019 → 06/2021
    Encapture (Formerly Imagine Solutions)
    Dallas, TX
  • 06/2021 → 08/2021
    Cliffmade
    Dallas, TX
  • 08/2021 → 01/2023
    Encapture
    Dallas, TX
  • 01/2023 → 01/2026
    American Airlines
    Fort Worth, TX
  • 01/2026 → Present
    Berthel Fisher & Company Financial Services, Inc.
    Dallas, IA
  • 08/2013 → 05/2018
    Student
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-05
  • S65 Uniform Investment Adviser Law Examination
    2026-03-05

View on SEC IAPD

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