Travis
Feucht

Bfc Planning, Inc

CRD#4173616
Investment Advisor
in Cedar Rapids, IA

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About this Advisor

Travis Feucht is a financial advisor based in Cedar Rapids, Iowa, working with Bfc Planning, Inc. Travis has previously held positions at Ameriprise Financial Services, Inc, American National Insurance Company, Securities Management & Research, and Bfc Planning, Inc. Travis has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Travis 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4201 42Nd Street Ne Suite 100
Cedar Rapids, IA 52402

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,839,208,077

IA Average: $9,259,360,772
Total Number of Employees

200

IA Average: 166
Total Number of Accounts

8,749

IA Average: 7,189
Average Account Size

$210,219

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Travis Feucht Work History

2016 - Present (8 years)

Securities Management & Research

2016 - Present (8 years)

Bfc Planning, Inc

2015 - Present (9 years)

American National Insurance Company

2011 - 2015 (4 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Travis Feucht 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

William Sines
Seminole, FL
Carl Wallin
West Fargo, ND
Suman Sachdeva
Naples, FL
William Gebhart
Cedar Rapids, IA
Steven Mrozek
Youngstown, OH
Nicholas Mock
Minot, ND
Sally Witt
League City, TX
Michael Rosenthal
Cortland, NY

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.

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