Ion Valentin Cangea

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2009-08-26
• S63 Uniform Securities Agent State Law Examination
  1994-11-25