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
IN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch saysCW Podcast: Schwab takes its cut, Beacon Pointe powers upRB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders

Financial ADVSR advisor directory · SEC adviser records

Bfc Planning, Inc. financial advisors in Toledo, OH

Every SEC-registered investment adviser representative at a Bfc Planning, Inc. office in Toledo, A to Z.

4 registered advisors work at Bfc Planning, Inc. in Toledo, out of 224 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

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

Every Bfc Planning, Inc. advisor →

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

Bfc Planning, Inc. advisors in other cities

Cedar Rapids, IA 126Bismarck, ND 5Minot, ND 4Boardman, OH 3Pleasant Hill, IA 3Algona, IA 2Chesterfield, MO 2Cincinnati, OH 2Dallas, TX 2Edwards, CO 2Greenville, SC 2Monrovia, CA 2Northbrook, IL 2Sarasota, FL 2St. Louis, MO 2

Other firms in Toledo

All Toledo advisors →

Morgan Stanley 31LPL Financial LLC 27Ameriprise Financial Services, LLC 24MML Investors Services, LLC 23Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Edward Jones 17Ameritas Advisory Services, LLC 15Osaic Wealth, Inc. 15Wells Fargo Clearing Services, LLC 12Cetera Investment Advisers LLC 11Raymond James Financial Services Advisors, Inc. 9State Farm Investment Management Corp. 8

Questions

How many financial advisors does Bfc Planning, Inc. have in Toledo?

4 investment adviser representatives are registered at Bfc Planning, Inc. offices in Toledo, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 224 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Bfc Planning, Inc. one of the largest advisor employers in Toledo?

Bfc Planning, Inc. ranks number 20 in Toledo by registered advisors; Morgan Stanley has the most, with 31.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.