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David Andrew Hickman

BFC Planning, Inc.

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About David Andrew Hickman

David Hickman is a registered representative with BFC Planning, Inc., a firm headquartered in Cedar Rapids, Iowa. David has over 16 years of experience in the financial services industry, having started his career in 2007. He has a broad range of experience, including financial planning, portfolio management, and college planning. David specializes in working with high-net-worth individuals, corporations, and pension plans. David is also a licensed insurance agent and offers a variety of insurance products, including term life insurance, long-term care insurance, and voluntary supplemental insurance. David is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

David Hickman 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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David Hickman’s Registration & Firm History

OH

10/23/2014 - Present

BFC Planning, Inc. (CINCINNATI OH)

OH

01/17/2007 - 10/27/2014

SUMMIT BROKERAGE SERVICES, INC. (LOVELAND OH)

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Licenses & Designations

BOTH

Issued 05/21/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Andrew Hickman.
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