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Thomas G Gresham

Bfc Planning, Inc.

Cedar Rapids, IA

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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-12-05
  • KS 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Moloney Securities Co., Inc. Manchester MO 06/2012 Present
Moloney Investment Advisory Llc Manchester MO 12/2015 12/2016
Moloney Securities Asset Management Llc Manchester MO 12/2016 Present
Berthel, Fisher & Company Financial Services, Inc. Overland Park KS 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 06/2012 → Present
    Moloney Securities Co., Inc.
    Manchester, MO
  • 12/2015 → 12/2016
    Moloney Investment Advisory Llc
    Manchester, MO
  • 12/2016 → Present
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Overland Park, KS
  • 12/2025 → Present
    Bfc Planning, Inc.
    Cedar Rapids, IA
Previous Registrations
  • 2016-12-20 → 2025-12-05
    Moloney Securities Asset Management Llc
    Overland Park, KS
    Manchester, MO
  • 2016-02-16 → 2016-12-31
    Moloney Investment Advisory Llc
    Leawood, KS
    Manchester, MO
  • 2012-09-13 → 2016-04-13
    Moloney Securities Co., Inc.
    Manchester, MO
    Overland Park, KS
    Manchester, MO
    Myrtle Beach, SC
    Manchester, MO
  • 2008-10-31 → 2012-05-23
    Ubs Financial Services Inc.
    Leawood, KS
  • 1999-10-01 → 2008-10-31
    Wells Fargo Clearing Services, Llc
    Kansas City, MO
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-11-05
  • S63 Uniform Securities Agent State Law Examination
    1982-11-05
Other Names
  • Tom Gresham

View on SEC IAPD

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Other Investors

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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

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