Best Investors Account Sign in
Claim This Profile
Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-12-05
  • AZ 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. St. Louis MO 04/2000 Present
Moloney Investment Advisory Llc Manchester MO 02/2016 12/2016
Moloney Securities Asset Management Llc Manchester MO 02/2016 Present
Berthel, Fisher & Company Financial Services, Inc. Mesa AZ 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 04/2000 → Present
    Moloney Securities Co., Inc.
    St. Louis, MO
  • 02/2016 → 12/2016
    Moloney Investment Advisory Llc
    Manchester, MO
  • 02/2016 → Present
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Mesa, AZ
  • 12/2025 → Present
    Cedar Rapids, IA
Previous Registrations
  • 2016-02-22 → 2025-12-05
    Moloney Securities Asset Management Llc
    Mesa, AZ
    Manchester, MO
  • 2016-02-22 → 2016-12-31
    Moloney Investment Advisory Llc
    Mesa, AZ
    Manchester, MO
  • 2003-06-24 → 2016-04-13
    Moloney Securities Co., Inc.
    Mesa, AZ
    Mesa, AZ
    Manchester, MO
    Denver, CO
    Louisville, CO
    Manchester, MO
Other Businesses

REBECCA WARREN, CFP, RTRP, OWNER, TAX PLANNING AND TAX PREPARATION, 923 NORTH HILLRIDGE, MESA, AZ, 85207. NOT INVESTMENT-RELATED, DEVOTES EST. 100 HOURS BETWEEN JAN 15 AND APR 15, SOME OF WHICH ARE DURING SECURITIES TRADING HOURS. SECURITIES AND INVESTMENT ADVISORY SERVICES ARE OFFERED UNDER DBA WARREN FINANCIAL SERVICES.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-04-19
  • S63 Uniform Securities Agent State Law Examination
    1982-04-19
Designations
Other Names
  • Rebecca Jo Anderson
  • Rebecca J Anderson
  • Rebecca Jo Anderson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor