James
Bowers
Bfc Planning, Inc
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About this Advisor
James Bowers is a financial advisor based in Cedar Rapids, Iowa, working with Bfc Planning, Inc. James has previously held positions at First Allied Securities, Inc, First Allied Advisory Services, Inc, Lpl Financial, LLC, Bay Financial Advisors, Inc, Berthel Fisher & Company Financial Services, Inc, and Bfc Planning, Inc. James has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, James is part of Bfc Planning, Inc, which operates out of Cedar Rapids, Iowa. The firm has 135 offices and 200 employees. The firm manages assets totaling $1.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bfc Planning, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,839,208,077
200
8,749
$210,219
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
James Bowers Work History
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Bay Financial Advisors, Inc
Lpl Financial, LLC
First Allied Advisory Services, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of James Bowers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bfc Planning, Inc
Cedar Rapids, IA
West Fargo, ND
Youngstown, OH
Seminole, FL
Naples, FL
Cortland, NY
Pittsburgh, PA
Channanon, IL
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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.
