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William Rafford White

Bfc Planning, Inc.

Cedar Rapids, IA

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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-05
  • FL 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
Moloney Securities Co., Inc. Manchester MO 01/2010 Present
Moloney Investment Advisory Llc Manchester MO 02/2016 12/2016
Moloney Securities Asset Management Llc Manchester MO 02/2016 Present
Berthel, Fisher & Company Financial Services, Inc. Venice FL 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 01/2010 → Present
    Moloney Securities Co., Inc.
    Manchester, MO
  • 02/2016 → 12/2016
    Moloney Investment Advisory Llc
    Manchester, MO
  • 02/2016 → Present
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Venice, FL
  • 12/2025 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2016-03-30 → 2025-12-05
    Moloney Securities Asset Management Llc
    Englewood, FL
    Manchester, MO
    Venice, FL
    Venice, FL
  • 2016-04-04 → 2016-12-31
    Moloney Investment Advisory Llc
    Englewood, FL
    Manchester, MO
  • 2014-10-01 → 2016-04-13
    Moloney Securities Co., Inc.
    Manchester, MO
    Englewood, FL
    Englewood, FL
    Manchester, MO
    Myrtle Beach, SC
    Manchester, MO
    Venice, FL
    Manchester, MO
Other Businesses

Brokers Network(Formerly -HOFFMAN & ASSOCIATES - GENERAL INSURANCE AGENCY): FIXED ANNUITIES, LIFE INSURANCE, MEDICARE SUPPLEMENT, HEALTH INSURANCE: AGENT, 2300 NORTH ORANGE AVE., ORLANDO, FL 32804 - START DATE 1998 - APPROXIMATE HOURS - 4 PER MONTH TREASURER - AMERICAN LEGION RIDERS POST 159 - 1771 EAST VENICE AVE, VENICE, FL 34292. NOT CONDUCTED DURING TRADING HOURS. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-09-09
S63 Uniform Securities Agent State Law Examination 1994-01-27
  • S65 Uniform Investment Adviser Law Examination
    2014-09-09
  • S63 Uniform Securities Agent State Law Examination
    1994-01-27
Other Names
  • Brett White

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