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Bonita Hwang Schnurr

BFC Planning, Inc.

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About Bonita Hwang Schnurr

Bonita Hwang Schnurr is an investment advisor representative at BFC Planning, Inc., with over 25 years of experience in the financial services industry. Bonita has a strong understanding of investment strategies and is committed to providing personalized financial advice to individuals and families. Bonita is licensed to offer financial services in multiple states across the United States and holds Series 7 and Series 66 licenses, as well as the SIE exam. Bonita is also a board member for the North Iowa Volleyball Association. Bonita specializes in financial planning, retirement planning, and college savings.

Firm Information

Bonita Schnurr 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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Bonita Schnurr’s Registration & Firm History

IA

03/05/2018 - Present

BFC Planning, Inc. (Algona IA)

IA

07/31/1995 - 12/31/2000

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 03/02/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/07/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bonita Hwang Schnurr.
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