BFC PLANNING, INC.
SEC file number 801-67427
· CEDAR RAPIDS, IA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$1.84B
Discretionary AUM
$1.24B
Employees
200
Clients
—
Firm
- Address
- 4201 42ND STREET NE
CEDAR RAPIDS, IA 52402 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- BFC-SDR, LLC Low name-match confidence · CIK 2061212 · MI
- PBFC Ownership Group LLC Low name-match confidence · CIK 2115089 · FL
- TBFC Allenton Holdings, LLC Low name-match confidence · CIK 2082408 · WI
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PBFC Ownership Group LLC · D · Apr 16, 2026$20M
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BFC-SDR, LLC · D/A · Mar 18, 2026
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TBFC Allenton Holdings, LLC · D · Aug 20, 2025$3M
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BFC-SDR, LLC · D · Mar 18, 2025