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Ion Valentin Cangea

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
NY RA APPROVED 2025-12-05
  • NY RA
    APPROVED
    Since 2025-12-05

Branch Locations

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

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ensi New York NY 08/1996 07/2018
Capital One Sharebuilder, Inc. Jackson Heights NY 01/2015 07/2018
Sharebuilder 401K Seattle WA 01/2015 07/2018
Woodbury Financial Services, Inc. New York NY 07/2018 07/2023
Woodbury Financial Services, Inc. New York NY 07/2018 07/2023
Moloney Securities Co., Inc. Manchester MO 07/2023 12/2025
Moloney Securities Asset Management, Llc Manchester MO 07/2023 12/2025
Berthel, Fisher & Company Financial Services, Inc. Astoria NY 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 08/1996 → 07/2018
    Ensi
    New York, NY
  • 01/2015 → 07/2018
    Capital One Sharebuilder, Inc.
    Jackson Heights, NY
  • 01/2015 → 07/2018
    Sharebuilder 401K
    Seattle, WA
  • 07/2018 → 07/2023
    Woodbury Financial Services, Inc.
    New York, NY
  • 07/2018 → 07/2023
    Woodbury Financial Services, Inc.
    New York, NY
  • 07/2023 → 12/2025
    Moloney Securities Co., Inc.
    Manchester, MO
  • 07/2023 → 12/2025
    Moloney Securities Asset Management, Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Astoria, NY
  • 12/2025 → Present
    Bfc Planning, Inc.
    Cedar Rapids, IA
Previous Registrations
  • 2023-07-14 → 2025-12-05
    Moloney Securities Asset Management Llc
    Manchester, MO
    East Hampton, NY
    Astoria, NY
    Astoria, NY
  • 2018-07-11 → 2023-07-20
    Woodbury Financial Services, Inc.
    Manhasset, NY
    Astoria, NY
    New City, NY
    Manhasset, NY
    Astoria, NY
  • 2015-01-28 → 2018-07-11
    Capital One Advisors, Llc
    Seattle, WA
    Astoria, NY
    Mclean, VA
  • 2009-08-27 → 2015-01-28
    Capital One Financial Advisors Llc
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-26
S63 Uniform Securities Agent State Law Examination 1994-11-25
  • S66 Uniform Combined State Law Examination
    2009-08-26
  • S63 Uniform Securities Agent State Law Examination
    1994-11-25

View on SEC IAPD

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