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BFC PLANNING, INC.

CEDAR RAPIDS, IA · CRD 119682 · IAPD ↗ · 319-447-5700

$3.84BRegulatory AUM
200Advisory reps
200Employees
0Clients
101-250Planning clients
0Private funds
51States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — BFC PLANNING, INC. reported RAUM up 90% ($2.03B -> $3.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.