BFC PLANNING, INC.
(CRD# 119682)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Cedar Rapids, IA.
The SEC approved the firm to operate as an RIA in
Jan 2007.
In
Aug 2018,
the firm reported total Regulatory Assets Under Management (RAUM) of
$890.0 Million,
and has discretion over
84%
of those assets.
 
Pooled investment vehicles (Private Funds) account for
0%
of RAUM.
 
Non-US investors represent
0%
.  
|
BFC PLANNING, INC. has Notice Filings with the following State Securities Authorities:
AK-Mar 2014, AL-Sep 2014, AR-Jun 2011, AZ-Jan 2012, CA-Mar 2012
, CO-Oct 2013, DE-Mar 2016, FL-Mar 2013, GA-Oct 2011, HI-Dec 2011
, IA-Jan 2007, ID-Mar 2013, IL-Mar 2012, IN-Oct 2012, KS-Sep 2011
, KY-Mar 2012, LA-Jan 2014, MA-Mar 2013, MI-Nov 2013, MN-Mar 2013
, MO-Aug 2011, MS-Sep 2013, MT-Aug 2013, NC-Mar 2016, ND-Apr 2013
, NE-Dec 2013, NH-Jul 2011, NJ-Jan 2013, NM-May 2016, NV-Oct 2011
, NY-Mar 2013, OH-Jan 2012, OK-Aug 2013, OR-Mar 2013, PA-Jan 2013
, SC-Feb 2013, SD-Jan 2013, TN-Feb 2012, TX-May 2011, UT-May 2011
, WA-Jan 2016, WI-Aug 2013, WV-May 2011
|
|