Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Bfc Planning, Inc. financial advisors in Minnesota

Every SEC-registered investment adviser representative at a Bfc Planning, Inc. office in Minnesota, by city and A to Z.

4 registered advisors work at Bfc Planning, Inc. in Minnesota, out of 211 nationwide; it's the firm's number 9 state by advisors, and the most are in North Mankato (2). 0 list the CFP designation and 4 are also registered broker representatives.

Bfc Planning, Inc. advisors by city in Minnesota

Every firm in Minnesota →

North Mankato 2Plymouth 1Rosemount 1

Bfc Planning, Inc. advisors in Minnesota, A to Z

Search by name →

Bfc Planning, Inc. advisors in every state →Bfc Planning, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bfc Planning, Inc. in other states

Iowa 122Illinois 11Ohio 10North Dakota 9Texas 9Missouri 7California 6Colorado 4Pennsylvania 4South Carolina 4Florida 3

Questions

How many Bfc Planning, Inc. financial advisors are in Minnesota?

4 investment adviser representatives are registered at Bfc Planning, Inc. offices in Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 211 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in Minnesota does Bfc Planning, Inc. have the most advisors?

North Mankato, with 2, then Plymouth (1). Bfc Planning, Inc. has advisors in 3 cities in Minnesota.

How do I check a Bfc Planning, Inc. advisor in Minnesota?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bfc Planning, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.