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Chairman of Board · BFC Planning, Inc.

Thomas Joseph Berthel

CRD 823289 · 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 Thomas Joseph Berthel on its Form ADV as Chairman of Board, a control person. The SEC filings also name Thomas at 1 other registered adviser.

Firms and roles

AtlasMembers

Thomas’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
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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 Thomas 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 Thomas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.