Toledo, OH Central Park West Office

Team
Updated today

Client AUM

$3,691,866,439

Clients

11,327

Advisors

2

Of 185 advisors across 85 offices

Location

3230 Central Park West, Suite 202

Toledo OH 43617

Advisors at this office

2

Advisors at this office

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John C

Series 63

Toledo, OH

BFC PLANNING, Inc.

John Cameron is a financial advisor with BFC Planning, Inc. in Toledo, OH, holding a Series 63 designation and bringing 41 years of industry experience. He has been with BFC Planning since 2013 and also serves as president of The Cameron Company, LLC, which engages in securities and insurance sales. Additionally, he is involved in fixed insurance marketing and life insurance sales through affiliated businesses. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms, employing a range of investment strategies primarily using stocks, bonds, mutual funds, and ETFs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Sean M

Series 63

Toledo, OH

BFC PLANNING, Inc.

Sean Mcghee is a financial advisor at BFC PLANNING, Inc. with 40 years of industry experience. He holds a Series 63 designation and has held roles at Berthel Fisher & Company Financial Services, Inc., Strategic Wealth Management Group, LLC, and his own advisory practice. Outside of his advisory work, he owns and operates a standardbred harness racing stable. BFC Planning, Inc. provides financial planning, asset management, and 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 flexible fee arrangements and a range of investment programs through a network of independent advisors.

Concentrated stock management Options & derivatives strategies Real estate investing
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