Bonita
Schnurr
Bfc Planning, Inc
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About this Advisor
Bonita Schnurr is a financial advisor who works in Algona, Iowa with a total of 5 years of relevant experience. Schnurr is an employee of Bfc Planning, Inc. Their career trajectory has included roles at Berthel Fisher & Company Financial Services, Inc, Pro Advantage Investments and Bfc Planning, Inc. Schnurr has Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to work in Iowa. Bfc Planning, Inc is an advisory firm that has its headquarters in Cedar Rapids, IA. It has offices in 135 locations and a total of 200 employees. It handles $2 billion in assets across its 8,990 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 8,990 client accounts, just 3% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules are based on the type of services. Fee types billed by Bfc Planning, Inc likely consist of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,477,309,181
200
8,990
$164,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bonita Schnurr Work History
Bonita has been registered as a financial advisor for 5 years.*
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
Pro Advantage Investments
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bonita Schnurr to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
