John
Cameron

Bfc Planning, Inc

CRD#1253957
Investment Advisor
in Toledo, OH

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About this Advisor

John Cameron is a financial advisor working out of Toledo, Ohio who has 10 years of industry experience. Cameron currently works for Bfc Planning, Inc. The advisor has gained experience at Berthel, Fisher & Company Financial Services, Inc, The Cameron Company, LLC, Brokers International and Bfc Planning, Inc. Cameron maintains a Series 63 license, designating them as a securities representative, and can advise clients in Ohio. Bfc Planning, Inc is a business operating out of Cedar Rapids, IA. The firm has offices in 135 locations and a total of 200 employees. It has $2 billion in total assets among its 8,990 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 8,990 accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The business performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which services are provided. However, fees billed by Bfc Planning, Inc likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

10 years

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

3230 Central Park West Suite 202
Toledo, OH 43617

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

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

200

OH Average: 166
Total Number of Accounts

8,990

OH Average: 7,189
Average Account Size

$164,328

OH Average: $1,287,990

Investment Advisory Services

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

John Cameron Work History

John has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Bfc Planning, Inc

2005 - Present (19 years)

The Cameron Company, LLC

2003 - Present (21 years)

Berthel, Fisher & Company Financial Services, Inc

2003 - 2015 (12 years)

Brokers International

*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 John Cameron 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

Michael Samuels
Pittsburgh, PA
Darrell Mitchell
Denton, TX
Clifton Higgs
Cedar Rapids, IA
Gregg Georgantas
Channanon, IL
Steven Mrozek
New Castle, PA
Mark Bakkum
Bismarck, ND
Frank Delurgio
Saint Louis, MO
Matthew Mcdonnell
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.

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