DFX Intelligence
Advisors
Advisors registered through Bfc Planning, Inc.
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
230 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Shaan Anthony Smith dual registrant | Bfc Planning, Inc. BD affiliated | Jacksonville, Il | Jan 9, 2025 | 24 y | 0 | 1 |
| Jason Gregory Smith Certified Financial Planner · dual registrant | Bfc Planning, Inc. BD affiliated | Cedar Rapids, Ia | Oct 17, 2019 | 32 y | 3 | 1 |
| Eric Richard Steel dual registrant | Bfc Planning, Inc. BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 16 y | 2 | 2 |
| G••••• D••••• S•••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 46 y | 2 | 2 |
| C••••• A••••• S••••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Oct 27, 2025 | 38 y | 4 | 1 |
| J•••••• D•••••• T••••• dual registrant | B•• P•••••••• I••• BD affiliated | Las Vegas, Nv | Nov 1, 2012 | 30 y | 0 | 1 |
| R••••• R•••••• T•••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Henderson, Nv | Nov 2, 2021 | 40 y | 4 | 1 |
| R•••••• D•••••• T••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Jan 23, 2019 | 19 y | 0 | 1 |
| M•••••• E•••• T•••• dual registrant | B•• P•••••••• I••• BD affiliated | Manchester, Mo | Jun 1, 2026 | 11 y | 2 | 1 |
| A•••• L•• U••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2013 | 26 y | 1 | 1 |
| M••••• E••• U•••• dual registrant | B•• P•••••••• I••• BD affiliated | Minot, Nd | Aug 6, 2018 | 12 y | 0 | 1 |
| J•••••• R••••• U•••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Nov 21, 2017 | 22 y | 7 | 1 |
| B•••• C•••••••• V•••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 35 y | 3 | 1 |
| K••• J•••• W•••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 11 y | 2 | 1 |
| P••••• J•••• W••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Oct 10, 2016 | 12 y | 0 | 1 |
| S•••••• M•••• W••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | May 16, 2016 | 38 y | 0 | 1 |
| C••• E••• W••••• Certified Financial Planner · dual registrant | B•• P•••••••• I••• BD affiliated | Fargo, Nd | Jan 31, 2023 | 12 y | 1 | 1 |
| D•••• A•••• W•••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 28 y | 4 | 1 |
| A••• C••• W••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Jan 7, 2025 | 12 y | 0 | 1 |
| R•••••• J• W••••• Certified Financial Planner · dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 44 y | 3 | 1 |
| S•••• B•••••• W•••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 38 y | 3 | 1 |
| J••••• R••••• W•••••••• dual registrant | B•• P•••••••• I••• BD affiliated | St Louis, Mo | Feb 1, 2010 | 28 y | 1 | 1 |
| J••• L•• W••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Sep 26, 2016 | 36 y | 3 | 1 |
| W•••••• R•••••• W•••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 32 y | 3 | 1 |
| R••• M••••• W••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Dec 5, 2025 | 21 y | 3 | 1 |
| R•••• A••••• W••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Sep 10, 2005 | 24 y | 0 | 1 |
| B••••••• T••• W••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cottonwood Heights, Ut | Jun 17, 2013 | 25 y | 4 | 1 |
| C••••••••• S•••• W••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Jan 17, 2018 | 42 y | 5 | 1 |
| L••••• W••••••••• dual registrant | B•• P•••••••• I••• BD affiliated | Cedar Rapids, Ia | Mar 31, 2008 | 29 y | 3 | 1 |
| S•••• S•••• W••• Certified Financial Planner, Chartered Financial Consultant · dual registrant | B•• P•••••••• I••• BD affiliated | League City, Tx | Aug 2, 2013 | 29 y | 4 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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