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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 |
|---|---|---|---|
| OH | RA | APPROVED | 2013-10-15 |
Branch Locations
8050 Beckett Center Dr Suite 133, West Chester, OH 45069-1400 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | West Chester | OH | 08/1990 | Present |
| Berthel Fisher & Company Planning Inc | Marion | IA | 10/2013 | Present |
ARC INSURANCE- Y- FORT WRIGHT, KY- PROPERTY AND CASUALTY INSURANCE AGENCY- SENIOR VP OF SALES- 06/2023- 0- 0- STARTUP AGENCY SELLING INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-09-14 |
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