AdvizorPro

BFC Planning, Inc.

BFC Planning, Inc.. CRD 119682

BFC Planning, Inc. logo

CRD: 119682

BFC Planning, Inc.

Cedar Rapids, IA, 52402
3194475700
www.bfcplanning.com/Login.aspx?ReturnUrl=%2f
$3.8B Total AUM
$3.2B Disc. AUM
38.8% 3Y CAGR
200 Employees
11,448 ADV. Clients
24 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
Optima atlas
Established Date
01-01-2002
Office Locations
116

Office Locations

10 Aberdeen Drive Greenville SC
101 S. Main St. Suite 200 Decatur IL
1021 North Galena Dixon IL

About BFC Planning, Inc.

BFC Planning, Inc. is a Cedar Rapids-based RIA with 116 offices. The firm has been operating for 24 years. Managing $3.8B in total assets under management, with 200 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.

Team overview

52 AVG AGE
$19.2M AVG AUM / ADVISOR
$335.5K AVG AUM / CLIENT
5.9 yrs AVG TENURE
200 Employees
200 Advisory Reps
200 RIA Reps
24yrs Firm Age

Insights

Unlock to compare peer behavior around momentum vertex.
Premium access reveals conviction themes in value quantum.
Full visibility includes strategy notes for beacon horizon legacy.
Full visibility includes strategy notes for pathway unison.
Unlock to see real insight on north bridge.
Premium access reveals conviction themes in focus signal insight.
Unlock to compare peer behavior around horizon zenith.
Open the full profile to inspect shifts in horizon oak.

Asset Classes

Vital Focus Harbor Delta

Investment Themes

Frontier Crest harbor Insight Ember

Investment Vehicles

Fusion

Platform

Zenith Prime Oak radial

Services

Catalyst focus Summit insight Insight zenith Signal Atlas Momentum vertex North vital Matrix peak

Technology

Peak

Owner & Executives

THOMAS JOSEPH BERTHEL

THOMAS JOSEPH BERTHEL

Advisor, Chairman Of Board, Chairman Of The Board, EXECUTIVE VICE PRESIDENT

CRD
#823289
Ownership
Less than 5%
(539) 839-4201
beacon.quantum@northcapital.com
in linkedin.com/in/pioneer-beacon
K

KIMBERLY KAREN EARLY CHAPMAN

Chief Compliance Officer

CRD
#2527036
Ownership
Less than 5%
(769) 267-5816
ridge.value@peakcapital.com
in linkedin.com/in/prime-timber
E

Eagle capital

Delta vertex ridge

CRD
#12766
Ownership
33.7%
(819) 923-5214
beacon.wave@crestcapital.com
in linkedin.com/in/delta-element

Showing 2 of 9 owners & executives

Unlock all

Contacts

R

ROBERT REED ANDERSON

Financial Advisor

CRD
#3264613
(232) 615-9282
eagle.pioneer@insightcapital.com
in linkedin.com/in/quantum-peak
G

GILBERT AREVALOS

--

CRD
#2960341
(785) 811-7247
fusion.wave@atlascapital.com
in linkedin.com/in/wave-element
F

Frontier matrix

Ember crest insight

CRD
#19274
(883) 390-4675
element.alpha@catalystcapital.com
in linkedin.com/in/element-horizon

Showing 2 of 237 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-30-2023
03-25-2024
03-26-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $3,232,910,283 $291,411
Non-Discretionary $608,286,316 $292,445
Total $3,841,196,599 $291,574

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $3,841,196,599

$3.8B Total SMA
Equity - Exchange:
16.6%
Public Funds:
25.4%
U.S. Government/Agency:
25.5%
Municipal Bonds:
19.3%
Cash:
5.6%
Other:
7.6%
Asset class Assets Assets %
Equity - Exchange $639,599,477 16.6%
Public Funds $978,664,260 25.4%
U.S. Government/Agency $982,517,269 25.5%
Municipal Bonds $743,630,718 19.3%
Cash $215,768,498 5.6%
Other $292,828,677 7.6%
Total $3,853,008,899 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform