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Carl Eric Wallin

BFC Planning, Inc.

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About Carl Eric Wallin

Carl Wallin is an investment advisor representative with BFC Planning, Inc., a registered investment advisor based in Cedar Rapids, Iowa. Carl has been in the financial services industry since 2019. He is a licensed securities representative, registered with the state of North Dakota and holds the Series 7TO, Series 63 and Series 65 licenses. Carl focuses on providing financial planning and portfolio management services to individuals, businesses, and pension plans. He has experience working with high-net-worth individuals and charitable organizations.

Firm Information

Carl Wallin 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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Carl Wallin’s Registration & Firm History

ND

01/31/2023 - Present

BFC Planning, Inc. (WEST FARGO ND)

ND

03/11/2019 - 01/25/2023

MML INVESTORS SERVICES, LLC (Fargo ND)

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Licenses & Designations

IA

Issued 06/07/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/05/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/11/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/08/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carl Eric Wallin.
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