Bfc Planning, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

119682

SEC number

801-67427

Firm type

RIA

Assets under management

$3.8B as of Mar 27, 2026

Website

www.linkedin.com/COMPANY/BERTHEL-FISHER-&-COMPANY-FINANCIAL-SERVICES-INC.?TRK=COMPANY_LOGO ↗

Phone

319-447-5700

Address

4201 42nd Street Ne, Cedar Rapids, IA, 52402

Advisors at this firm

198 in our index · page 1 of 4

• Robert Reed AndersonCRD 3264613 · Seguin, TX
  IA RegisteredBroker
• Mark BakkumCRD 6420037 · Bismarck, ND
  IA RegisteredBroker
• Edward James BalmesCRD 2110152 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Callis BarcombCRD 1369573 · Sarasota, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Chase J BauteCRD 5987516 · Cedar Rapids, IA
  IA RegisteredBroker
• James Kenneth BeakasCRD 1620001 · Toledo, OH
  IA RegisteredBroker
• Robert Earl BeardCRD 2607165 · Jacksonville, IL
  IA RegisteredBroker
• Ryan Paul BenningCRD 4205469 · Bismarck, ND
  IA RegisteredBroker
  Disclosure event(s) on record
• Jason Jerome BernatCRD 5290660 · Boardman, OH
  IA RegisteredBroker
• Tarick Luke BernatCRD 2000473 · Boardman, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Joseph BerthelCRD 823289 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Terry Lee BetzelbergerCRD 1454224 · Cedar Rapids, IA
  IA RegisteredBroker
• James Augustus BowersCRD 5289266 · Athens, GA
  IA RegisteredBroker
  Disclosure event(s) on record
• Payton Toshio BoyeaCRD 6394968 · Elk Grove, CA
  IA RegisteredBroker
• Scott Michael BrannanCRD 4553880 · Bismarck, ND
  IA RegisteredBroker
  Disclosure event(s) on record
• Layne Jeffrey BrownCRD 2826908 · Pleasant Hill, IA
  IA RegisteredBroker
• Elton Albert BuecheCRD 1045484 · Cedar Rapids, IA
  IA RegisteredBroker
• Richard Ralph BullerCRD 1511922 · Muscatine, IA
  IA RegisteredBroker
• Michael Patrick ButterworthCRD 1430822 · Reading, PA
  IA RegisteredBroker
• Matthew Neal Bins-CastronovoCRD 7658908 · Canfield, OH
  IA RegisteredBroker
• Noor El Houda BucholzCRD 6986281 · Cedar Rapids, IA
  IA RegisteredBroker
• James Robert CaldwellCRD 5276864 · Bismarck, ND
  IA RegisteredBroker
• John William CameronCRD 1253957 · Toledo, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Ion Valentin CangeaCRD 2546015 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• George Gregory CaseyCRD 844367 · Cedar Rapids, IA
  IA RegisteredBroker
• Misty Lynn ChildsCRD 2225214 · Hideaway, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Paige Nichole ChristoffersonCRD 4575768 · Cedar Rapids, IA
  IA RegisteredBroker
• Damien Timothy ClarkCRD 5464549 · Ponte Vedra, FL
  IA Registered
• Lori Ann ClemCRD 1145827 · Carrollton, TX
  IA RegisteredBroker
• Brian Patrick CorriganCRD 4258969 · Cedar Rapids, IA
  IA RegisteredBroker
• Larry Landon CoyleCRD 4665774 · Liberty, IN
  IA RegisteredBroker
• Glenn Herbert CrayCRD 5184058 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Enrico Giovanni CacciapuotiCRD 2433554 · Monrovia, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Nancy Corrine CarrelCRD 6813086 · Chesterfield, MO
  IA RegisteredBroker
• Louis Patrick DannaCRD 1209052 · Maplewood, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Phillip Stephen DedinskyCRD 860773 · North Mankato, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Joseph DeleonardoCRD 5859614 · Sarasota, FL
  IA RegisteredBroker
• Frank Thomas DelurgioCRD 845637 · St. Louis, MO
  IA RegisteredBroker
• James Hubbard DifflyCRD 1251341 · Cumming, GA
  IA RegisteredBroker
• Edward James DoughertyCRD 4109336 · Cedar Rapids, IA
  IA RegisteredBroker
• Randall E DugganCRD 5559097 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Amy L. DuncanCRD 4193765 · Cedar Rapids, IA
  IA RegisteredBroker
• Shane Michael DesherliaCRD 6800960 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Louis Lorenzo EastmanCRD 1634071 · Dixon, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• David Raymond FalkCRD 1036828 · Jamestown, ND
  IA RegisteredBroker
• Terrence Robert FergenCRD 4725641 · Bedford, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Peter Jon FerraroCRD 2386025 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Travis E FeuchtCRD 4173616 · Johns Island, SC
  IA RegisteredBroker
• Andrew Lee FeyerabendCRD 5915487 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas Joseph FogertyCRD 2234368 · Evanston, IL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.