BFC PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$3,841,196,599
Discretionary
$3,232,910,283
Non-discretionary
$608,286,316
Firm details
- CRD number
- 119682
- SEC file number
- 801-67427
- Main office
- CEDAR RAPIDS, IA, United States
- Employees
- 200
- SEC status
- Approved
- Website
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BERTHEL-FISHER-&-COMPANY-FINANCIAL-SERVICES-INC.?TRK=COMPANY_LOGO
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.