Robert
Hardcastle
Bfc Planning, Inc
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About this Advisor
Robert Hardcastle is a financial advisor based out of Chesterfield, Missouri who has 7 years of relevant experience. Hardcastle works at Bfc Planning, Inc. Their career trajectory has included roles at Delta Investment Services Inc, Vsr Financial Services, Vsr Advisory Services, Hardy'S Novels LLC, Summit Brokerage Services, Inc, Summit Financial Group Inc, Berthel, Fisher & Company Financial Services, Inc and Berthel Fisher & Company Planning, Inc. Hardcastle holds a Series 63 license, certifying them as a securities broker, and is approved to advise clients in Missouri and Texas. Bfc Planning, Inc is a financial advisory firm based in Cedar Rapids, IA. The investment advisory business has offices in 135 locations and a total of 200 people on staff. It controls $2 billion in assets across its 8,990 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 8,990 accounts, just 3% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Bfc Planning, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules vary depending on which service is provided. Fees billed by Bfc Planning, Inc most likely are comprised 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
Robert Hardcastle Work History
Robert has been registered as a financial advisor for 7 years.*
Berthel, Fisher & Company Financial Services, Inc
Berthel Fisher & Company Planning, Inc
Hardy'S Novels LLC
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services
Delta Investment Services 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 Robert Hardcastle 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
Denton, TX
New Castle, PA
Pittsburgh, PA
Channanon, IL
Cedar Rapids, IA
Bismarck, ND
Cedar Rapids, IA
Cedar Rapids, IA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
