Cedar Rapids, IA Office

Curtis Lund is a financial advisor at BFC PLANNING, Inc. with 31 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at firms including Moloney Securities and Wilbanks Securities. Outside of his advisory role, he operates a catering service for small events. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, pensions, trusts, and banks, offering financial planning, asset management, and referral-based outside money manager services. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets under management, providing flexible fee structures and multiple investment platforms through a large network of independent advisory representatives.

Terry Betzelberger is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds Series 63 and 65 designations and has worked at firms including Levitt Betzelberger Weinrich, Inc., Montage Securities, LLC, and Moloney Securities Co., Inc. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisors offering customizable investment programs and a range of third-party platforms.

James Nelson is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, with 40 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets through a large network of independent advisors offering flexible fee arrangements and multiple investment program options.

Shane De Sherlia is a financial advisor with BFC Planning, Inc. and holds Series 63 and Series 65 licenses. He has eight years of industry experience, previously working at Moloney Securities Co., Inc. and First Bank. Outside of his advisory role, he is involved in youth sports as a volunteer coach and serves as president of a nonprofit athletics feeder program. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning and portfolio management services with a variety of investment strategies and platform options.

Richard Ruskey is a financial advisor at BFC Planning, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Moloney Securities Asset Management LLC and R.T. Jones Capital Equities, Inc. His current role is based in Cedar Rapids, Iowa. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse clientele that includes individuals, corporations, pensions, trusts, and banks. The firm supports roughly $3.8 billion in client assets through a network of independent adviser representatives offering customizable portfolio strategies and multiple investment platforms.

Meredith Jones III is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Prior to joining BFC Planning, he spent over a decade with Moloney Securities in various roles. He serves as a board member and finance committee member for the Bellefontaine Cemetery Association in St. Louis. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports a network of independent advisory representatives who deliver customized investment advice and portfolio management through multiple program structures and platforms.

Scott Wasserman Sr. is a financial advisor with BFC PLANNING, Inc. holding Series 63 and Series 65 licenses and has 38 years of industry experience. His prior experience includes 15 years at Moloney Securities Co., Inc. He was the owner and president of Wasserman & Assoc, Inc., a broker-dealer which is no longer investment related. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual, corporate, pension, trust, and bank clients. The firm operates through a network of independent adviser representatives and manages approximately $3.8 billion in client assets across over 11,000 relationships.

Daniel Brummel is a financial advisor at BFC Planning, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Metlife Securities, Mass Mutual Investors Services, and Securities Management & Research, Inc. In addition to his advisory role, he is involved in life insurance sales and financial planning through Copper Creek Financial Group. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and institutional accounts through a network of approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services, utilizing multiple platforms and strategies tailored by its advisors.

Thomas Parkin is a financial advisor at BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, AeroTek, Amazon, and Allegis Investment Services. BFC Planning, Inc. offers financial planning, asset management, and outside money manager referral services to a diverse client base including individuals, corporations, pensions, trusts, and banks. The firm supports a network of independent adviser representatives and manages approximately $3.8 billion in client assets across more than 11,000 relationships.

Ion Cangea is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has previously worked at Moloney Securities Co., Inc., Woodbury Financial Services, Inc., Capital One Sharebuilder, Inc., and Ensi. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports approximately $3.8 billion in client assets across over 11,000 relationships, offering flexible fee arrangements and a variety of investment platforms.

Eric Steel is a financial advisor with BFC Planning, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 registrations with 16 years of industry experience. His prior experience includes roles at Moloney Securities Asset Management LLC, Moloney Securities Co., Inc., and Planned Investment Co., Inc. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individual, corporate, pension, trust, and bank clients. The firm supports approximately $3.8 billion in client assets and over 11,000 client relationships through a network of independent affiliated advisors offering customizable investment programs.

Eric Lobo is a financial advisor at BFC Planning, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Securities Management & Research, Inc. and Ameriprise. Prior to his financial career, Eric operated a business called Eric Lobo Piano for nine years. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory programs, employing a range of investment strategies while excluding futures, hedge funds, and digital assets.

Daniel Mccorkle is a financial advisor at BFC PLANNING, Inc. in Cedar Rapids, IA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Saturna Capital Corporation and Moloney Securities. Mccorkle has operated under the DBA Sentinel Wealth Management as a client service representative. BFC PLANNING, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering a range of portfolio strategies and fee arrangements through a network of independent adviser representatives.

Paul Saxenmeyer is a financial advisor at BFC PLANNING, Inc. with 42 years of industry experience. He holds a Series 63 designation and has prior experience with Moloney Securities Asset Management LLC and Moloney Securities Co., Inc. among other firms. BFC Planning, Inc. offers financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets through a network of independent advisor representatives using various investment strategies and platforms.

Suzanne Wagner is a financial advisor with BFC PLANNING, Inc. in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. She has been with Berthel Fisher & Company Planning, Inc. since 2016 and Berthel, Fisher & Company Financial Services, Inc. since 1988. Wagner also sells term insurance to clients as part of her insurance representative activities. BFC PLANNING, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, referrals to outside money managers, and management of variable annuity and variable life contracts, employing a range of platforms and investment strategies.