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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-12-05
  • IA RA
    APPROVED
    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
Moloney Securities Co., Inc. Winterset IA 07/2012 12/2025
Berthel, Fisher & Company Financial Services, Inc. Winterset IA 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 07/2012 → 12/2025
    Moloney Securities Co., Inc.
    Winterset, IA
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Winterset, IA
  • 12/2025 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2022-11-28 → 2025-12-05
    Moloney Securities Asset Management Llc
    Winterset, IA
Other Businesses

BRIDGES INSURANCE GROUP, 56 COURT AVE., WINTERSET, IA 50273, INVESTMENT-RELATED, FIXED ANNUITIES, PROPERTY AND CASUALTY, LIFE AND HEALTH INSURANCE; LICENSED ADMIN & SALES ASSISTANT TO OFFICE AGENTS; NO PERSONAL PRODUCTION; 5 HRS/WK, SOME DURING SECURITIES TRADING HOURS WINTERSET FOURSQUARE CHURCH - COUNCIL MEMBER. 224 EAST COURT AVE, WINTERSET, IA 50273. NOT INVESTMENT RELATED. NO COMPENSATION. NOT CONDUCTED DURING SECURITIES TRAIDING HOURS.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2011-07-06
  • S63 Uniform Securities Agent State Law Examination
    2011-07-06
Designations
Other Names
  • Tara Lynn Sawyers
  • Tara Lynn Mcdonald

View on SEC IAPD

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