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Richard Robert Ruskey

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
MO RA APPROVED 2025-12-05
  • MO RA
    APPROVED
    Since 2025-12-05

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moloney Securities Co., Inc. Manchester MO 01/2008 Present
Moloney Investment Advisory Llc Manchester MO 12/2015 12/2016
Moloney Securities Asset Management Llc Manchester MO 12/2016 Present
Berthel, Fisher & Company Financial Services, Inc. Manchester MO 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 01/2008 → Present
    Moloney Securities Co., Inc.
    Manchester, MO
  • 12/2015 → 12/2016
    Moloney Investment Advisory Llc
    Manchester, MO
  • 12/2016 → Present
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 12/2025 → Present
    Berthel, Fisher & Company Financial Services, Inc.
    Manchester, MO
  • 12/2025 → Present
    Bfc Planning, Inc.
    Cedar Rapids, IA
Previous Registrations
  • 2016-12-09 → 2025-12-05
    Moloney Securities Asset Management Llc
    Manchester, MO
  • 2016-01-27 → 2016-12-31
    Moloney Investment Advisory Llc
    Manchester, MO
  • 2009-06-15 → 2016-04-13
    Moloney Securities Co., Inc.
    Manchester, MO
    St. Louis, MO
    St. Louis, MO
    Manchester, MO
    Manchester, MO
    Myrtle Beach, SC
    Manchester, MO
  • 1997-11-06 → 2009-05-18
    R.T. Jones Capital Equities, Inc.
    St. Louis, MO
    Clayton, MO
    St. Louis, MO
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
S63 Uniform Securities Agent State Law Examination 1986-02-25
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25
  • S63 Uniform Securities Agent State Law Examination
    1986-02-25

View on SEC IAPD

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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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