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Adam Joseph Melom

BFC Planning, Inc.

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About Adam Joseph Melom

Adam Melom is an investment advisor representative with BFC Planning, Inc. Adam Melom has been in the industry since 2020. Adam Melom is registered with the state of North Dakota and is a licensed insurance agent. Adam Melom specializes in financial planning, investment advisory services and selection of other advisors. Adam Melom is associated with the firm since 2016. BFC Planning, Inc. has been in the industry since 2010 and is headquartered in Cedar Rapids, Iowa. BFC Planning, Inc. has a focus on investment advisory services and financial planning. BFC Planning, Inc. also has a focus on retirement and estate planning. BFC Planning, Inc. is a fee-based firm, and their fees can be structured as hourly charges, fixed fees, percentage of assets, and other fees.

Firm Information

Adam Melom is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Adam Melom’s Registration & Firm History

IA

03/09/2020 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

BC

Issued 03/25/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/06/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Joseph Melom.
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