Robert John Gustafson

Current Employers

Bfc Planning, Inc.

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-12-05

NH 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

Organization	City	State	From	To
Moloney Securities Co., Inc.	Manchester	MO	09/2015	Present
Berthel, Fisher & Company Financial Services, Inc.	Epping	NH	12/2025	Present
Bfc Planning, Inc.	Cedar Rapids	IA	12/2025	Present

09/2015 → Present

Moloney Securities Co., Inc.

Manchester, MO
12/2025 → Present

Berthel, Fisher & Company Financial Services, Inc.

Epping, NH
12/2025 → Present

Bfc Planning, Inc.

Cedar Rapids, IA

Previous Registrations

2017-03-13 → 2025-12-05

Moloney Securities Asset Management Llc

Epping, NH

Manchester, MO
2012-11-12 → 2015-09-21

J P Turner & Company Capital Management, Llc

Epping, NH
2010-03-22 → 2012-11-01

Edward Jones

Atkinson, NH

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-03-19

S66 Uniform Combined State Law Examination

2010-03-19

Other Names

Gustafson Robert

View on SEC IAPD

Current Employers

Bfc Planning, Inc.

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

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