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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

ROBERT JOHN GUSTAFSON

Advisor at BFC PLANNING, INC.

CEDAR RAPIDS, IA

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Search this name across graphsid dfx:ria:0e581740-98fc-ac2f-c54c-1565993e0f9e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BFC PLANNING, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 19, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 19, 2010
First registration: Mar 22, 2010
Dual registered: yes, broker-dealer
Other names: GUSTAFSON ROBERT
IAPD individual key: 5753473

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BFC PLANNING, INC.	Bd affiliated wealth	Dec 5, 2025	n/a	yes	CEDAR RAPIDS, IA	Current employment
MOLONEY SECURITIES ASSET MANAGEMENT LLC	Former SEC adviser	Mar 13, 2017	Dec 5, 2025	no	Epping, NH\|MANCHESTER, MO	Previous registration
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Former SEC adviser	Nov 12, 2012	Sep 21, 2015	no	EPPING, NH	Previous registration
EDWARD JONES	National bd RIA	Mar 22, 2010	Nov 1, 2012	no	ATKINSON, NH\|ST LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MOLONEY SECURITIES ASSET MANAGEMENT LLC	BFC PLANNING, INC.	Dec 5, 2025	Dec 5, 2025	0	Bulk transfer	Ibd to ibd
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	MOLONEY SECURITIES ASSET MANAGEMENT LLC	Sep 21, 2015	Mar 13, 2017	539	Firm change after gap	Other
EDWARD JONES	J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC	Nov 1, 2012	Nov 12, 2012	11	Firm change	Other

Relationships

Registered with (4)

→ BFC PLANNING, INC.Registered adviserregistration: current employment
Dec 5, 2025 to presentfactForm ADV
→ MOLONEY SECURITIES ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 13, 2017 to Dec 5, 2025factForm ADV
→ J P TURNER & COMPANY CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 12, 2012 to Sep 21, 2015factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Mar 22, 2010 to Nov 1, 2012factForm ADV

Dated events

No dated event names this entity yet.