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Carrie S
Series 63, Series 65
Chase, MI
BFC PLANNING, Inc.
Carrie Strongheart is a financial advisor at BFC Planning, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials. Previously, she worked at Institutional Securities Corp for 11 years and operated Strongheart Financial for 17 years. Outside of her advisory role, she is involved in budgeting and retirement needs analysis through Strongheart Financial and receives book royalties from a publishing venture. BFC Planning, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, managing approximately $3.8 billion in client assets. The firm provides financial planning, asset management, and referral-based outside money manager services through a network of independent advisers.
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