Best Investors Account Sign in

Brent Cornelius Verwers

Bfc Planning, Inc.

Cedar Rapids, IA

Claim This Profile
Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-05
  • IN RA
    APPROVED
    Since 2025-12-05

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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
Planned Investment Co., Inc. Indianapolis IN 11/2002 12/2018
Moloney Securities Co., Inc. Manchester MO 12/2018 12/2025
Moloney Securities Asset Management, Llc Manchester MO 12/2018 12/2025
Berthel, Fisher & Company Financial Services, Inc. Indianapolis IN 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 11/2002 → 12/2018
    Planned Investment Co., Inc.
    Indianapolis, IN
  • 12/2018 → 12/2025
    Moloney Securities Co., Inc.
    Manchester, MO
  • 12/2018 → 12/2025
    Moloney Securities Asset Management, Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Indianapolis, IN
  • 12/2025 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2018-12-13 → 2025-12-05
    Moloney Securities Asset Management Llc
    Indianapolis, IN
    Columbus, IN
    Manchester, MO
    Indianapolis, IN
  • 2001-08-30 → 2018-12-17
    Planned Investment Co., Inc.
    Columbus, IN
    Columbus, IN
    Columbus, IN
    Indianapolis, IN
    Indianapolis, IN
  • 1998-12-30 → 2002-12-12
    A. G. Edwards & Sons, Inc.
    Columbus, IN
Other Businesses

IHSAA (HIGH SCHOOL ATHLETIC ASSOCIATION), COLUMBUS, IN BUSINESS: OFFICIATING TITLE/POSITION: OFFICIAL DUTIES: OFFICIATING FOOTBALL AND BASKETBALL GAMES TIME DEVOTED: 10 HRS/MONTH . NON WORKING HOURS. D/B/A - PLANNED INVESTMENT CO, INC. INVESTMENTS OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. 9265 COUNSELORS ROW #150, INDIANAPOLIS, IN 46240. DURING ALL MARKET HOURS. INVESTMENT RELATED. CENTRAL TRI-AXLE INC. - DRIVER. 11960 NORTH HARTMAN DRIVE, EDINBURGH, IN 46124. 6 HOURS DAILY. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-05
S63 Uniform Securities Agent State Law Examination 1990-12-14
  • S65 Uniform Investment Adviser Law Examination
    2006-10-05
  • S63 Uniform Securities Agent State Law Examination
    1990-12-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor