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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

CURTIS VERDELL LUND

Advisor at BFC PLANNING, INC.

CEDAR RAPIDS, IA

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Search this name across graphsid dfx:ria:115ba93a-4117-2d14-1e48-cea6b71403dd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 21, 1997 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: Oct 26, 1995earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Oct 26, 1995
First registration: Nov 21, 1997
Dual registered: yes, broker-dealer
IAPD individual key: 2654968

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	May 16, 2017	Dec 5, 2025	no	Farmington, NM\|MANCHESTER, MO\|Choteau, MT	Previous registration
WILBANKS SECURITIES ADVISORY	Former SEC adviser	Jan 18, 2012	May 16, 2017	no	OKLAHOMA CITY, OK\|FARMINGTON, NM	Previous registration
MOMENTUM INDEPENDENT NETWORK INC.	Bd affiliated wealth	Jan 23, 2009	Jan 19, 2012	no	DALLAS, TX\|FARMINGTON, NM	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 19, 2005	Jan 23, 2009	no	FARMINGTON, NM\|SANTA FE, NM\|FARMINGTON, NM	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 21, 1997	Jul 21, 2005	no	FARMINGTON, NM	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
WILBANKS SECURITIES ADVISORY	MOLONEY SECURITIES ASSET MANAGEMENT LLC	May 16, 2017	May 16, 2017	0	Firm change	Other
MOMENTUM INDEPENDENT NETWORK INC.	WILBANKS SECURITIES ADVISORY	Jan 19, 2012	Jan 18, 2012	-1	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MOMENTUM INDEPENDENT NETWORK INC.	Jan 23, 2009	Jan 23, 2009	0	Firm change	Other
MORGAN STANLEY DW INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Jul 21, 2005	Jul 19, 2005	-2	Firm change	Other

Relationships

Registered with (6)

→ BFC PLANNING, INC.Registered adviserregistration: current employment
Dec 5, 2025 to presentfactForm ADV
→ MOLONEY SECURITIES ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
May 16, 2017 to Dec 5, 2025factForm ADV
→ WILBANKS SECURITIES ADVISORYRegistered adviserregistration: previous registration
Jan 18, 2012 to May 16, 2017factForm ADV
→ MOMENTUM INDEPENDENT NETWORK INC.Registered adviserregistration: previous registration
Jan 23, 2009 to Jan 19, 2012factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 19, 2005 to Jan 23, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 21, 1997 to Jul 21, 2005factForm ADV

Dated events

No dated event names this entity yet.