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Arthur Douglas Salmon

BFC Planning, Inc.

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About Arthur Douglas Salmon

Arthur Douglas Salmon is an active financial advisor registered with the state of Texas as an Investment Advisor Representative. Arthur has over 20 years of experience in the financial industry. He is currently registered with BFC Planning, Inc. and has previously worked with several other firms. Arthur has a strong background in financial planning, including experience with individuals, charitable organizations, pension plans, and businesses. Arthur has passed several industry examinations, including Series 65, Series 63, Series 51, Series 24, SIE, and Series 7. Arthur provides services to clients in Texas, including financial planning, selection of other advisors, and portfolio management.

Firm Information

Arthur Salmon 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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Arthur Salmon’s Registration & Firm History

IA

06/21/2012 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

TX

01/04/2012 - 06/19/2012

MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)

TX

07/21/2011 - 01/03/2012

BBVA COMPASS INVESTMENT SOLUTIONS, INC (PLANO TX)

CA

11/23/2005 - 07/12/2010

FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)

FL

06/25/2004 - 07/14/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

MA

01/01/1999 - 01/22/2003

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

RI

07/08/1998 - 11/20/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

TX

02/06/1996 - 06/11/1998

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 04/30/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/26/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/28/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Arthur Douglas Salmon.
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