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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-05 |
| WA | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Insurance | Everett | WA | 09/2005 | 08/2018 |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 08/2018 |
| Multop And Associates | Bellingham | WA | 08/2011 | 08/2018 |
| Lpl Financial Llc | Bellingham | WA | 08/2018 | 11/2019 |
| Moloney Securities Co, Inc. | Manchester | MO | 11/2019 | Present |
| Moloney Securities Asset Management Llc | Manchester | MO | 11/2019 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Bellingham | WA | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
DBA - SALISH WEALTH MANAGEMENT - FINANCIAL SERVICES - 2122 BARKLEY BLVD #200, BELLINGHAM, WA 98226. DURING ALL TRADING HOURS. INVESTMENTS AND SECURITIES OFFERED THROUGH MOLONEY SECURITIES. INSURANCE/ANNUITY SALES, 3101 NEWMARKET ST #101, BELLINGHAM, WA 98226, INVESTMENT-RELATED, SALES AND SERVICE OF INSURANCE AND ANNUITY PRODUCTS (FIXED AND VARIABLE)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-08 |
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