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Robert Bruce Kersey

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
TX RA APPROVED_RES 2025-12-05
WA RA APPROVED 2025-12-05
  • TX RA
    APPROVED_RES
    Since 2025-12-05
  • WA 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. Manchester MO 01/2013 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. Gig Harbor WA 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 01/2013 → Present
    Moloney Securities Co., Inc.
    Manchester, 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.
    Gig Harbor, WA
  • 12/2025 → Present
    Bfc Planning, Inc.
    Cedar Rapids, IA
Previous Registrations
  • 2016-02-23 → 2025-12-05
    Moloney Securities Asset Management Llc
    Gig Harbor, WA
    Manchester, MO
  • 2016-03-17 → 2016-12-31
    Moloney Investment Advisory Llc
    Gig Harbor, WA
    Manchester, MO
  • 2013-01-28 → 2016-04-13
    Moloney Securities Co., Inc.
    Manchester, MO
    Gig Harbor, WA
    Denver, CO
    Gig Harbor, WA
    Myrtle Beach, SC
    Manchester, MO
    Manchester, MO
  • 1998-04-02 → 2013-02-08
    Rbc Capital Markets, Llc
    Tacoma, WA
    Gig Harbor, WA
Other Businesses

SECURITIES AND ADVISORY ACTIVITIES D/B/A ARTISAN ASSET MANAGEMENT, LLC, 5801 SOUNDVIEW DR., STE. 252, GIG HARBOR, WA 98335

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-01-25
  • S63 Uniform Securities Agent State Law Examination
    1983-01-25

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

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