Best Investors Account Sign in

Eric Richard Steel

Bfc Planning, Inc.

Cedar Rapids, IA

Claim This Profile
Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-12-05
TX RA APPROVED_RES 2025-12-05
  • IN RA
    APPROVED
    Since 2025-12-05
  • TX RA
    APPROVED_RES
    Since 2025-12-05

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Planned Investment Co., Inc. Indianapolis IN 06/2010 12/2018
Moloney Securities Co., Inc. Manchester MO 12/2018 12/2025
Moloney Securities Asset Management Llc Manchester MO 12/2018 12/2025
Berthel, Fisher & Company Financial Services, Inc. Indianapolis IN 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 06/2010 → 12/2018
    Planned Investment Co., Inc.
    Indianapolis, IN
  • 12/2018 → 12/2025
    Moloney Securities Co., Inc.
    Manchester, MO
  • 12/2018 → 12/2025
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Indianapolis, IN
  • 12/2025 → Present
    Bfc Planning, Inc.
    Cedar Rapids, IA
Previous Registrations
  • 2018-12-13 → 2025-12-05
    Moloney Securities Asset Management Llc
    Indianapolis, IN
    Manchester, MO
    Indianapolis, IN
  • 2010-10-06 → 2018-12-17
    Planned Investment Co., Inc.
    Indianapolis, IN
    Indianapolis, IN
    Columbus, IN
    Indianapolis, IN
Other Businesses

D/B/A - PLANNED INVESTMENT CO, INC. INVESTMENTS OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.. INDIANAPOLIS, IN 46240. DURING ALL MARKET HOURS. INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-10-05
S63 Uniform Securities Agent State Law Examination 2010-09-16
  • S65 Uniform Investment Adviser Law Examination
    2010-10-05
  • S63 Uniform Securities Agent State Law Examination
    2010-09-16

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor