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Chief Business Development Officer · BFC Planning, Inc.

Paige Nichole Swartzendruber

CRD 4575768 · Named on Form ADV at 2 SEC-registered advisers

At a glance

BFC Planning, Inc., an SEC-registered wealth manager based in Cedar Rapids, IA with $3.8 billion in regulatory assets, lists Paige Nichole Swartzendruber on its Form ADV as Chief Business Development Officer. The SEC filings also name Paige at 1 other registered adviser.

Firms and roles

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Paige’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Paige on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paige’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.