Adviser and broker representative · Bfc Planning, Inc.
Frank T. Delurgio
CRD 845637 · St. Louis, MO
At a glance
Frank T. Delurgio is an investment adviser representative with Bfc Planning, Inc. in St. Louis, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Frank’s SEC record dates to 1997, about 29 years ago. Frank is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- Bfc Planning, Inc.Since September 2012St. Louis, MO · $3.8B in regulatory assets
SEC adviser record
- Registered since
- 1997 (29 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Frank’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Bfc Planning, Inc.
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- Robert W. Bagby Jr.Cedar Rapids
- Mark BakkumBismarck
- Edward J. BalmesCedar Rapids
- Scott C. BarcombCedar Rapids
- Chase J. BauteCedar Rapids
- James K. BeakasToledo
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