PPrivate Fund Data Log in Join · $37/mo

Bfc Planning, Inc.

● SEC registered since 2007CRD 119682SEC# 801-67427Cedar Rapids, IA
Export (members)
Reg. AUM
$2.03B
Employees
200
Accounts
8,756
Location
Cedar Rapids, IA

Bfc Planning, Inc. assets under management

Bfc Planning, Inc. operates as an SEC-registered investment adviser based in Cedar Rapids, IA. The firm has been registered since 2007. It reports $2 billion in regulatory assets under management and employs 200 people.
www.linkedin.com/company/berthel-fisher-&-company-financial-services-inc.?trk=company_logoView on SEC.gov ↗

Bfc Planning, Inc. owners & executives

11 reported
NameTitleOwnershipSince
Andrew James Christofferson ControlChief Executive Officer/PresidentUnder 5%2015
Berthel Fisher & Company ControlShareholderOver 75%1989
Brian Rupp ControlVice President/Controller/TreasurerUnder 5%2017
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Bfc Planning, Inc. manage?

Bfc Planning, Inc. reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Bfc Planning, Inc. have?

Bfc Planning, Inc. reports 200 employees.

Where is Bfc Planning, Inc. located?

Bfc Planning, Inc. is based in Cedar Rapids, IA and has been SEC-registered since 2007.

Does Bfc Planning, Inc. disclose fund performance?

Bfc Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4201 42nd Street NE, Suite 100, Cedar Rapids, IA 52402
Phone319-447-5700
Fax319-447-4244
Office hoursMon-Thurs:8a.m.-5p.m.;Fri:8a.m.-4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.29B
Non-discretionary$735.8M
Total (RAUM)$2.03B