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Bret Alexander Hartman

BFC Planning, Inc.

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About Bret Alexander Hartman

Bret Hartman is an active investment advisor representative with BFC Planning, Inc. Bret has over 18 years of experience in the financial services industry. Bret's previous firms include LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., CHASE INVESTMENT SERVICES CORP., and AXA ADVISORS, LLC. Bret has registrations in 10 states. Bret is based in Cortland, New York.

Firm Information

Bret Hartman 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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Bret Hartman’s Registration & Firm History

NY

06/01/2021 - Present

BFC Planning, Inc. (Cortland NY)

NY

10/11/2011 - 09/22/2020

LPL FINANCIAL LLC (NORWICH NY)

NY

06/22/2010 - 10/11/2011

UVEST FINANCIAL SERVICES GROUP, INC. (CORTLAND NY)

NY

09/22/2009 - 06/07/2010

CHASE INVESTMENT SERVICES CORP. (DEWITT NY)

NY

04/12/2004 - 08/18/2006

CHASE INVESTMENT SERVICES CORP. (LIVERPOOL NY)

NY

03/21/2002 - 12/04/2003

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Bret Alexander Hartman. Review regulatory record here.
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