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Terry Lee Betzelberger

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

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
M&A Securities Group, Inc. Kansas City MO 06/1996 02/2017
Moloney Securities Co., Inc. Manchester MO 07/1999 Present
Levitt Betzelberger Weinrich, Inc. Overland Park KS 04/2001 12/2017
Montage Securities, Llc Leawood KS 07/2016 08/2017
Berthel, Fisher & Company Financial Services, Inc. Overland Park KS 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 06/1996 → 02/2017
    M&A Securities Group, Inc.
    Kansas City, MO
  • 07/1999 → Present
    Moloney Securities Co., Inc.
    Manchester, MO
  • 04/2001 → 12/2017
    Levitt Betzelberger Weinrich, Inc.
    Overland Park, KS
  • 07/2016 → 08/2017
    Montage Securities, Llc
    Leawood, KS
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Overland Park, KS
  • 12/2025 → Present
    Bfc Planning, Inc.
    Cedar Rapids, IA
Previous Registrations
  • 2017-09-26 → 2025-12-05
    Moloney Securities Asset Management Llc
    Overland Park, KS
    Manchester, MO
  • 2001-04-25 → 2017-12-31
    Levitt Betzelberger Weinrich, Inc.
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-20
S63 Uniform Securities Agent State Law Examination 1986-01-27
  • S65 Uniform Investment Adviser Law Examination
    1999-12-20
  • S63 Uniform Securities Agent State Law Examination
    1986-01-27

View on SEC IAPD

Other Firms

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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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