Best Investors Account Sign in

Eric J Lobo

Bfc Planning, Inc.

Pleasant Hill, IA

Cedar Rapids, IA

Claim This Profile
Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-03-03
  • IA RA
    APPROVED
    Since 2025-03-03

Branch Locations

5075 E University Avenue Suite E, Pleasant Hill, IA 50327 • United States

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
Ameriprise Financial Services, Llc Oakbrook Terrace IL 01/2024 11/2024
Eric Lobo Piano Wilmette IL 11/2014 12/2023
Securities Management & Research, Inc. Pleasant Hill IA 12/2024 Present
Bfc Planning, Inc. Pleasant Hill IA 03/2025 Present
  • 01/2024 → 11/2024
    Ameriprise Financial Services, Llc
    Oakbrook Terrace, IL
  • 11/2014 → 12/2023
    Eric Lobo Piano
    Wilmette, IL
  • 12/2024 → Present
    Securities Management & Research, Inc.
    Pleasant Hill, IA
  • 03/2025 → Present
    Bfc Planning, Inc.
    Pleasant Hill, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-28
  • S66 Uniform Combined State Law Examination
    2025-02-28
Other Names
  • Eric Joseph Lobo

View on SEC IAPD

More in Pleasant Hill, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor