Robert John Gustafson

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

• 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

• S66 Uniform Combined State Law Examination
  2010-03-19

Other Names

• Gustafson Robert