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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2019-01-07 |
Branch Locations
310 Broad Street Suite 215, Selma, AL 36701 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2010-03-10 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Selma | AL | 02/2010 | Present |
| Bfc Planning, Inc. | Selma | AL | 01/2019 | Present |
1.CHARLES T. CAMMACK-N-SELMA, AL-INSURANCE-OWNER-09/1991-3-0-TERM LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-16 |
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