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BFC PLANNING, INC.
CRD 119682 · SEC 801-67427
4201 42ND STREET NE, SUITE 100, CEDAR RAPIDS, IA, 52402, United States
Phone
319-447-5700
Fax
319-447-4244
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.84B
Discretionary AUM
$3.23B
Team
200 total employees; 200 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEE
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10753 | $2.35B |
| High net worth individuals | 574 | $1.34B |
| Pension/profit sharing plans | 34 | $31.8M |
| Charitable organizations | 9 | $24.7M |
| Corporations/business entities | 78 | $92.8M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD