DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Carrie Alexah Strongheart

Bfc Planning, Inc.BD affiliatedCedar Rapids, Ia dual registrantIAPD 1732366

Feed of 09/14/2026

Also filed as Carrie Bernice Clement

At current firm

0 y

since Oct 27, 2025

In the industry

38 y

since Oct 5, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Bfc Planning, Inc. BD affiliated current
since Oct 27, 2025 · Chase, Mi
Isc Advisors, Inc. mixed wealth
Jul 23, 2014 to Feb 4, 2025 · Dallas, Tx
Ridgeway Conger Advisory Services former
Sep 28, 2007 to Aug 7, 2014 · St Louis, Mo
Saxony Capital Management, LLC independent RIA
Jul 18, 2006 to Sep 7, 2007 · St. Louis, Mo
Strongheart Financial unclassified
Dec 7, 1998 to Mar 2, 2006 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Isc Advisors, Inc. to Bfc Planning, Inc.
left Feb 4, 2025, registered Oct 27, 2025 (265 days) · RIA to affiliated broker-dealer or bank
Ridgeway Conger Advisory Services to Isc Advisors, Inc.
left Aug 7, 2014, registered Jul 23, 2014 (-15 days) · Other
Saxony Capital Management, LLC to Ridgeway Conger Advisory Services
left Sep 7, 2007, registered Sep 28, 2007 (21 days) · Other
Strongheart Financial to Saxony Capital Management, LLC
left Mar 2, 2006, registered Jul 18, 2006 (138 days) · Other

Signals

Carrie Alexah Strongheart left Isc Advisors, Inc. for Bfc Planning, Inc. (registered 2025-10-27)
Feb 4, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address