BFC PLANNING, INC.
CRD #119682 SEC #801-67427 CEDAR RAPIDS, IA 319-447-5700
SEC Registered
Total AUM
$2B
Discretionary
$1.3B
Employees
200
Clients
101
Accounts
8,756
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $1.3B | $735.8M | 200 | 0 |
| Mar 2024 | $1.8B | $1.2B | $602.2M | 200 | 0 |
| Mar 2023 | $1.5B | $1.3B | $181.3M | 200 | 0 |
| Mar 2022 | $2B | $1.9B | $39.1M | 200 | 0 |
| Dec 2021 | $1.3B | $1.1B | $151.3M | 212 | 10 |
| Jun 2021 | $1.3B | $1.1B | $151.3M | 212 | 10 |
| Apr 2021 | $1.3B | $1.1B | $151.3M | 212 | 10 |
| Mar 2021 | $1.3B | $1.1B | $151.3M | 212 | 10 |
| Jan 2021 | $987.1M | $868.8M | $118.3M | 212 | 95 |
| Dec 2020 | $987.1M | $868.8M | $118.3M | 212 | 95 |
| Dec 2020 | $987.1M | $868.8M | $118.3M | 212 | 95 |
| Nov 2020 | $987.1M | $868.8M | $118.3M | 212 | 95 |
| Jul 2020 | $987.1M | $868.8M | $118.3M | 212 | 95 |
| Jun 2020 | $987.1M | $868.8M | $118.3M | 212 | 95 |
| May 2020 | $987.1M | $868.8M | $118.3M | 212 | 95 |
| Nov 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| Oct 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| Sep 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| Aug 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| Jul 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| May 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| Apr 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| Mar 2019 | $821.5M | $808.7M | $12.8M | 204 | 0 |
| Aug 2018 | $890M | $746M | $144M | 206 | 8,900 |
| Aug 2018 | $890M | $746M | $144M | 206 | 8,900 |
| Jun 2018 | $890M | $746M | $144M | 206 | 8,900 |
| Mar 2018 | $1.1B | $746M | $336M | 206 | 8,900 |
| Mar 2017 | $519.2M | $413.8M | $105.4M | 270 | 3,600 |
| Jan 2017 | $519.2M | $413.8M | $105.4M | 270 | 3,600 |
| Sep 2016 | $225.6M | $182.2M | $43.4M | 148 | 2,500 |
| May 2016 | $225.6M | $182.2M | $43.4M | 148 | 2,500 |
| Mar 2016 | $225.6M | $182.2M | $43.4M | 148 | 2,500 |
| Feb 2016 | $225.6M | $182.2M | $43.4M | 148 | 2,500 |
| Jan 2016 | $227M | $218M | $9M | 143 | 2,500 |
| Aug 2015 | $227M | $218M | $9M | 143 | 2,500 |
| Mar 2015 | $227M | $218M | $9M | 143 | 2,500 |
| Sep 2014 | $115M | $112M | $3M | 117 | 1,200 |
| Mar 2014 | $115M | $112M | $3M | 117 | 1,200 |
| Mar 2014 | $77M | $77M | $0 | 34 | 700 |
| Feb 2014 | $77M | $77M | $0 | 34 | 700 |
| Jan 2014 | $77M | $77M | $0 | 34 | 700 |
| Dec 2013 | $77M | $77M | $0 | 34 | 700 |
| Nov 2013 | $77M | $77M | $0 | 34 | 700 |
| Nov 2013 | $77M | $77M | $0 | 34 | 700 |
| Oct 2013 | $77M | $77M | $0 | 34 | 700 |
| Oct 2013 | $77M | $77M | $0 | 34 | 700 |
| Sep 2013 | $77M | $77M | $0 | 34 | 700 |
| Aug 2013 | $77M | $77M | $0 | 34 | 700 |
| Aug 2013 | $77M | $77M | $0 | 34 | 700 |
| Apr 2013 | $77M | $77M | $0 | 34 | 700 |
| Mar 2013 | $77M | $77M | $0 | 34 | 700 |
| Mar 2013 | $10.3M | $10.3M | $0 | 14 | 26 |
| Feb 2013 | $10.3M | $10.3M | $0 | 14 | 26 |
| Jan 2013 | $10.3M | $10.3M | $0 | 14 | 26 |
| Jan 2013 | $10.3M | $10.3M | $0 | 14 | 26 |
| Jan 2013 | $10.3M | $10.3M | $0 | 14 | 26 |
| Oct 2012 | $10.3M | $10.3M | $0 | 1 | 26 |
| Mar 2012 | $10.3M | $10.3M | $0 | 1 | 26 |
| Mar 2012 | $7.9M | $7.9M | $0 | 1 | 26 |
| Feb 2012 | $7.9M | $7.9M | $0 | 1 | 26 |
| Jan 2012 | $7.9M | $7.9M | $0 | 1 | 26 |
| Jan 2012 | $7.9M | $7.9M | $0 | 1 | 26 |
| Dec 2011 | $0 | $0 | $0 | 1 | 1 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jul 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2008 | $5.4M | $0 | $5.4M | 5 | -- |
| Mar 2007 | $5.9M | $0 | $5.9M | 5 | -- |
| Dec 2006 | $6.4M | $0 | $6.4M | 5 | -- |
DateMar 2025
Total AUM$2B
Discretionary$1.3B
Non-Disc.$735.8M
Employees200
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.2B
Non-Disc.$602.2M
Employees200
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$181.3M
Employees200
Clients0
DateMar 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$39.1M
Employees200
Clients0
DateDec 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$151.3M
Employees212
Clients10
DateJun 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$151.3M
Employees212
Clients10
DateApr 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$151.3M
Employees212
Clients10
DateMar 2021
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$151.3M
Employees212
Clients10
DateJan 2021
Total AUM$987.1M
Discretionary$868.8M
Non-Disc.$118.3M
Employees212
Clients95
DateDec 2020
Total AUM$987.1M
Discretionary$868.8M
Non-Disc.$118.3M
Employees212
Clients95
DateDec 2020
Total AUM$987.1M
Discretionary$868.8M
Non-Disc.$118.3M
Employees212
Clients95
DateNov 2020
Total AUM$987.1M
Discretionary$868.8M
Non-Disc.$118.3M
Employees212
Clients95
DateJul 2020
Total AUM$987.1M
Discretionary$868.8M
Non-Disc.$118.3M
Employees212
Clients95
DateJun 2020
Total AUM$987.1M
Discretionary$868.8M
Non-Disc.$118.3M
Employees212
Clients95
DateMay 2020
Total AUM$987.1M
Discretionary$868.8M
Non-Disc.$118.3M
Employees212
Clients95
DateNov 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateOct 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateSep 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateAug 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateJul 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateMay 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateApr 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateMar 2019
Total AUM$821.5M
Discretionary$808.7M
Non-Disc.$12.8M
Employees204
Clients0
DateAug 2018
Total AUM$890M
Discretionary$746M
Non-Disc.$144M
Employees206
Clients8,900
DateAug 2018
Total AUM$890M
Discretionary$746M
Non-Disc.$144M
Employees206
Clients8,900
DateJun 2018
Total AUM$890M
Discretionary$746M
Non-Disc.$144M
Employees206
Clients8,900
DateMar 2018
Total AUM$1.1B
Discretionary$746M
Non-Disc.$336M
Employees206
Clients8,900
DateMar 2017
Total AUM$519.2M
Discretionary$413.8M
Non-Disc.$105.4M
Employees270
Clients3,600
DateJan 2017
Total AUM$519.2M
Discretionary$413.8M
Non-Disc.$105.4M
Employees270
Clients3,600
DateSep 2016
Total AUM$225.6M
Discretionary$182.2M
Non-Disc.$43.4M
Employees148
Clients2,500
DateMay 2016
Total AUM$225.6M
Discretionary$182.2M
Non-Disc.$43.4M
Employees148
Clients2,500
DateMar 2016
Total AUM$225.6M
Discretionary$182.2M
Non-Disc.$43.4M
Employees148
Clients2,500
DateFeb 2016
Total AUM$225.6M
Discretionary$182.2M
Non-Disc.$43.4M
Employees148
Clients2,500
DateJan 2016
Total AUM$227M
Discretionary$218M
Non-Disc.$9M
Employees143
Clients2,500
DateAug 2015
Total AUM$227M
Discretionary$218M
Non-Disc.$9M
Employees143
Clients2,500
DateMar 2015
Total AUM$227M
Discretionary$218M
Non-Disc.$9M
Employees143
Clients2,500
DateSep 2014
Total AUM$115M
Discretionary$112M
Non-Disc.$3M
Employees117
Clients1,200
DateMar 2014
Total AUM$115M
Discretionary$112M
Non-Disc.$3M
Employees117
Clients1,200
DateMar 2014
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateFeb 2014
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateJan 2014
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateDec 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateNov 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateNov 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateOct 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateOct 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateSep 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateAug 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateAug 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateApr 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateMar 2013
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees34
Clients700
DateMar 2013
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees14
Clients26
DateFeb 2013
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees14
Clients26
DateJan 2013
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees14
Clients26
DateJan 2013
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees14
Clients26
DateJan 2013
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees14
Clients26
DateOct 2012
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$10.3M
Discretionary$10.3M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$7.9M
Discretionary$7.9M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$7.9M
Discretionary$7.9M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$7.9M
Discretionary$7.9M
Non-Disc.$0
Employees1
Clients26
DateJan 2012
Total AUM$7.9M
Discretionary$7.9M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients1
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$5.4M
Discretionary$0
Non-Disc.$5.4M
Employees5
Clients--
DateMar 2007
Total AUM$5.9M
Discretionary$0
Non-Disc.$5.9M
Employees5
Clients--
DateDec 2006
Total AUM$6.4M
Discretionary$0
Non-Disc.$6.4M
Employees5
Clients--