Greg
Osby
Bfc Planning, Inc
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About this Advisor
Greg Osby is a chartered financial consultant working out of Urbandale, Iowa with a total of 10 years of relevant experience. Osby is an advisor for Bfc Planning, Inc. They have spent their complete employment at Bfc Planning, Inc. Osby holds a Series 63 license, designating them as a securities broker, and can advise clients in Iowa. Bfc Planning, Inc is a business based out of Cedar Rapids, IA. It has offices in 135 locations and a total of 200 people on staff. It administers $2 billion in assets between its 8,990 accounts, placing it among the largest firms in the United States by assets under management. Of its 8,990 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on the type of services provided. However, fee types charged by Bfc Planning, Inc likely include 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
Greg Osby Work History
Greg has been registered as a financial advisor for 10 years.*
Securities Management And Research, Inc
*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 Greg Osby 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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