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Bfc Planning, Inc. CRD 119682
$3.84B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2016-10-04 |
Branch Locations
615 Cedar Street Ste A, Muscatine, IA 52761 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Muscatine Power And Water | Muscatine | IA | 10/2000 | 01/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Muscatine | IA | 08/2016 | Present |
| Berthel Fisher & Company Planning, Inc. | Muscatine | IA | 10/2016 | Present |
1.Pathway Investments, LLC-Y-Muscatine, IA-IAR, Securities & Insurance business-Registered Representative-06/2018-160-160-Provide investment related advice for financial planning and managing clients discretionary accounts. Sell Life, Health, LTC insurance. 2.Property Manager-N-Muscatine, IA-Property Manager-Manager-10/2018-3-0-Manage Rental properties; including buying and selling of properties, collecting rent, managing tenants, repair and maintenance of properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-23 |
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