Bfc Planning, Inc.
● SEC registered since 2007CRD 119682SEC# 801-67427Cedar Rapids, IA
Reg. AUM
$3.84B
Employees
200
Accounts
13,174
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 $3.8 billion in regulatory assets under management and employs 200 people.
Bfc Planning, Inc. owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Christofferson Control | Chief Executive Officer/President | Under 5% | 2015 |
| Berthel Fisher & Company Control | Shareholder | Over 75% | 1989 |
| Brian Rupp Control | Vice President/Controller/Treasurer | Under 5% | 2017 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Bfc Planning, Inc. manage?
Bfc Planning, Inc. reports $3.8 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
| Address | 4201 42nd Street NE, Suite 100, Cedar Rapids, IA 52402 |
| Phone | 319-447-5700 |
| Fax | 319-447-4244 |
| Office hours | Mon-Thurs:8a.m.-5p.m.;Fri:8a.m.-4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.84B▲ 90%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$3.84Bregulatory AUM
Discretionary $3.23BNon-discretionary $608.3M