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| BFC Planning Inc
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|---|---|
| CRD # | 119682 |
| SEC # | 801-67427 |
| CIK # | |
| AUM | 3,841.2 M (2026-03-27) |
| Employees | 200 (100% Investors, 100% Brokers) |
| Phone | 319-447-5700 |
| Address | 4201 42nd Street NE Cedar Rapids, IA 52402 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10,753 | 2.4 |
| (b) Individuals (high net worth individuals) | 574 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 34 | 0.0 |
| (h) Charitable organizations | 9 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 78 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 13,174 | 3.8 |
| By Discretionary | ||
| Discretionary | 11,094 | 3.2 |
| Non-Discretionary | 2,080 | 0.6 |
| Total | 13,174 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 13,174 | 3.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
BFC Planning Inc
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|
IA | 3,841.2 M |
|
Berthel Fisher & Company Financial Services Inc
✚
|
IA | 906.4 M |
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|---|---|---|
|
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|
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|
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|
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|
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|
Kingswood Wealth Advisors LLC
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CA | 3,800.7 M |
|
van Berkom and Associates Inc
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|
3,798.6 M | |
|
Alken Asset Management Ltd
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|
3,796.6 M | |
|
Schwartz Investment Counsel Inc
✚
|
MI | 3,785.3 M |