Juan
Rodriguez
Bfc Planning, Inc
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About this Advisor
Juan Rodriguez is a financial advisor based in Independence, Iowa, working with Bfc Planning, Inc. Juan has previously held positions at Securities America Inc, Securities America Advisors, Berthel Fisher & Company Planning Inc, and Berthel Fisher & Company Financial Services Inc. Juan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa. Currently, Juan is part of Bfc Planning, Inc, which operates out of Independence, 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
Juan Rodriguez Work History
Berthel Fisher & Company Planning Inc
Berthel Fisher & Company Financial Services Inc
Securities America Inc
Securities America Advisors
Disclosures
Please visit the SEC profile of Juan Rodriguez 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
Naples, FL
West Fargo, ND
Seminole, FL
Youngstown, OH
Cedar Rapids, IA
Pittsburgh, PA
League City, TX
Bismarck, ND
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
