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Vice President/operations · BFC Planning, Inc.

Tobi L. Peterman

CRD 2421561 · Named on Form ADV at one SEC-registered adviser

At a glance

BFC Planning, Inc., an SEC-registered wealth manager based in Cedar Rapids, IA with $3.8 billion in regulatory assets, lists Tobi L. Peterman on its Form ADV as Vice President/operations.

Firms and roles

  • BFC Planning, Inc.Vice President/operationsWealth manager · Cedar Rapids, IA · $3.8B in regulatory assets

AtlasMembers

Tobi’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 the firm
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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 (8)

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

See all 8 free

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