BFC Planning, Inc.

Overview

BFC Planning, Inc. is an SEC registered investment adviser based in Cedar Rapids, IA, registered since 2007. It reports $3.8B in assets under management across 13,174 accounts, with 200 employees. It has 191 investment adviser representatives.

Reported AUM

$3.8B

Discretionary

84%

Accounts

13,174

Average account

$292K

Employees

200

Advisory reps

191

Registered since

2007

Jurisdictions

51

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 9

• Thomas Joseph Berthel Chief Executive Officer, President, Chairman of Board CRD 823289
• Andrew James Christofferson Chief Operating Officer (a, O 03, 2019) CRD 3248381
• Kimberly Karen Early Chapman Chief Compliance Officer CRD 2527036

6 more executive officers, with direct contact details

Advisory reps 3 of 191

• Robert R Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3264613
• Gilbert Arevalos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2960341
• Robert Wayne Bagby Jr. Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1936722

188 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4201 42nd St NE Ste 100
Cedar Rapids, IA 52402

County

Linn

Metro area

Cedar Rapids, IA

Region

Midwest

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: bfcplanning.com

Every state, with registration dates

Similar firms near Cedar Rapids

• Aegon Asset Management USCedar Rapids, IA$88.8B AUM
• Transamerica Retirement Advisors, LLCCedar Rapids, IA$18.8B AUM
• Nations Financial Group, Inc.Cedar Rapids, IA$4.8B AUM
• Berthel, Fisher & Company Financial Services, Inc.Cedar Rapids, IA$906M AUM
• Basepoint Wealth, LLCCedar Rapids, IA$884M AUM