BFC Planning Inc
Legal Name: BFC PLANNING, INC.
Full Contact Details
BFC Planning Inc
4201 42ND STREET NE, SUITE 100, CEDAR RAPIDS, IA
319-447-5700
319-447-4244
Other Info
BFC Planning, Inc., legally known as BFC PLANNING, INC. is an IA Corporation with 204 employees serving in advisory roles. Though the number of clients served is unknown, it holds an approved status as per the U.S. Securities and Exchange Commission and was registered on Jan 3, 2007.
Direct Owners
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ANDREW JAMES CHRISTOFFERSON
CHIEF BUSINESS DEVELOPMENT OFFICER owns less than 5%
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BERTHEL FISHER & COMPANY
SHAREHOLDER owns 75% or more
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BRIAN RUPP
VICE PRESIDENT/CONTROLLER owns less than 5%
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ERIN KATHLEEN BURKE
CHIEF COMPLIANCE OFFICER AND RISK OFFICER owns less than 5%
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JOANNA MARIE SCHAUL
SECRETARY owns less than 5%
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LEVI TYLER REEVES
VICE PRESIDENT OF TRADING & SURVEILLANCE owns less than 5%
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RANDY AUSTIN WILCOX
REGIONAL VP BUSINESS DEVELOPMENT WESTERN REGION owns less than 5%
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RONALD ODIN BRENDENGEN
TREASURER/CFO owns less than 5%
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STEVE CHESTER HANNAH
CHIEF INFORMATION OFFICER owns less than 5%
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THOMAS JOSEPH BERTHEL
CEO/PRESIDENT/CHAIRMAN OF BOARD owns less than 5%
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LOUISE DOROTHY HOLTZ
ASSISTANT CHIEF CO owns less than 5%
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PAIGE NICHOLE SWARTZENDRUBER
SVP BUSINESS DEVELOPMENT (A/O 07/2019) owns less than 5%
Indirect Owners
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THOMAS JOSEPH BERTHEL
CEO owns more than 25% but less than 50%