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 2 of 4

• William David FokCRD 6259877 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Joseph FrischmeyerCRD 823007 · Fort Dodge, IA
  IA RegisteredBroker
• Austin James FrancisCRD 8148770 · Manchester, MO
  IA RegisteredBroker
• Sergio Humberto GallegoCRD 5987787 · Chula Vista, CA
  IA RegisteredBroker
• William GebhartCRD 6521742 · Chesterfield, MO
  IA RegisteredBroker
• Andrew Jake GeigerCRD 8000816 · Bismarck, ND
  IA RegisteredBroker
• Gregg Teak GeorgantasCRD 1620707 · Channanon, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Akhil Venkata GiriCRD 8206124 · Mount Laurel, NJ
  IA RegisteredBroker
• Lucas Scott GrayCRD 6495438 · Independence, IA
  IA RegisteredBroker
• Thomas G GreshamCRD 229641 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Becky Jane GrovesCRD 2148867 · Cedar Rapids, IA
  IA RegisteredBroker
• Lois E Gough LopezCRD 3090515 · Pine Mountain Club, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kristen Moran HaleyCRD 2297684 · West Conshohocken, PA
  IA RegisteredRegistration inactive
• Deborah Anne HansonCRD 4649028 · Zionsville, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Robert Boris HardcastleCRD 1101791 · Chesterfield, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Paul Gerard HardinCRD 1856073 · Jerseyville, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles William HeilCRD 241766 · Cedar Rapids, IA
  IA RegisteredBroker
• Patrice Irene HenjumCRD 5170663 · Cedar Rapids, IA
  IA RegisteredBroker
• Clifton Paul HiggsCRD 5492596 · Denton, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Ritchie Lynn HoffmanCRD 4664884 · Lafayette, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Tim Alan HohulinCRD 1051205 · Blomington, IL
  IA RegisteredBroker
• William James HolowatukCRD 6107023 · Cedar Rapids, IA
  IA RegisteredBroker
• Fraser Macpherson HornCRD 1533952 · Edwards, CO
  IA RegisteredBroker
• Richard J HorvathCRD 2986519 · Boardman, OH
  IA RegisteredBroker
• Scott Foster HoskinsCRD 6004032 · Lake St. Louis, MO
  IA RegisteredBroker
• Darin Lee HughesCRD 4475570 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Scott Allen HumeCRD 2894512 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sean HardinCRD 4529101 · Cedar Rapids, IA
  IA RegisteredBroker
• Brett David HeinigerCRD 7320364 · Bloomington, IL
  IA RegisteredBroker
• Trevor David HeitlandCRD 7302055 · Cedar Rapids, IA
  IA RegisteredBroker
• David R HurlbutCRD 6695400 · Muscatine, IA
  IA RegisteredBroker
• Dudley Marvin IrwinCRD 1622162 · Edwards, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Arthur Leslie JacksonCRD 2257751 · Cedar Rapids, IA
  IA RegisteredBroker
• Deborah Renae JesseeCRD 4269740 · Meridian, ID
  IA RegisteredBroker
• Dorris Glenn JonesCRD 735200 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Guy William JonesCRD 1156059 · Denton, TX
  IA RegisteredBroker
• Meredith Cabell JonesCRD 1361325 · Cedar Rapids, IA
  IA RegisteredBroker
• Kerry Glen JuddCRD 1919781 · Midvale, UT
  IA RegisteredBroker
• Jakob Trent JefferyCRD 7507812 · Pleasant Grove, UT
  IA RegisteredBroker
• Chandler Lee JohnsonCRD 8219203 · Dallas, TX
  IA Registered
• Shane Russell KalerCRD 7604589 · Altoona, PA
  IA RegisteredBroker
• Farrukh Shazad KazmiCRD 2855915 · Moorestown, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• James Constantine KekerisCRD 1453262 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record
• Todd Michael KellyCRD 5283822 · Cincinnati, OH
  IA RegisteredBroker
• Robert Preston KennedyCRD 2359314 · Clarksville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Jerry Albert KoebelCRD 2308544 · Summerville, SC
  IA RegisteredBroker
• Kevin Craig KoslofskiCRD 3033810 · Decatur, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Kelly Ann KunstCRD 5709095 · Dallas, TX
  IA RegisteredBroker
• Majid Mustafa KureshiCRD 6328650 · Moorsetown, NJ
  IA RegisteredBroker
• David Francis LagrangeCRD 4200976 · Cedar Rapids, IA
  IA RegisteredBroker
  Disclosure event(s) on record

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.