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BFC PLANNING, INC.

4201 42nd Street Ne
Suite 100
Cedar Rapids, Iowa 52402
Tel: 319-447-5700

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About BFC PLANNING, INC.

BFC PLANNING, INC, formally registered with the SEC as BFC PLANNING, INC. The firm was established in 01/03/2007. They have over 136 offices throughout the country.

BFC PLANNING, INC. is a Cedar Rapids, Iowa based Financial Planning firm with nearly $1,839,208,077 assets under management, offering retirement planning & investment advisory services to 8749 clients. The firm is staffed with 200 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119682
SEC#801-67427
Assets Managed by Firm$1,839,208,077
No. of Clients8749
No. of Advisors200

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SOLICITOR FEE)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total8749$1,839,208,077
Individuals (other than high net worth individuals)6417$1,149,443,268
High net worth individuals28$634,569,494
Pension and profit sharing plans32$5,472,308
Charitable organizations15$717,497
Corporations or other businesses55$49,005,510

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PRINCIPAL REAL ESTATE
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AEGON ASSET MANAGEMENT US
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Fairfield, IA, 52556-8757
$87,368,733,4964485263312
TRANSAMERICA RETIREMENT ADVISORS, LLC
6400 C Street Sw
Cedar Rapids, IA, 52499
$16,157,423,229212836383

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