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Edmund Leland Hart

BFC Planning, Inc.

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About Edmund Leland Hart

Edmund Leland Hart has been active in the securities industry since 1986. Edmund is currently registered with BFC Planning, Inc. and has been with the firm since October 2013. Edmund is licensed to offer securities products and services in Minnesota and Wisconsin. Edmund is also a licensed insurance agent in Minnesota. Edmund is a Series 6 and Series 63 licensed professional, and has a SIE designation as well. Edmund has experience in financial planning, portfolio management, and selection of other advisers. Edmund has a history of working in the financial industry. Prior to joining BFC Planning, Inc. Edmund worked for Securities Management & Research, Inc. in Burnsville, Minnesota, from October 1986 to October 2013.

Firm Information

Edmund Hart 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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Edmund Hart’s Registration & Firm History

IA

02/03/2014 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

BC

Issued 02/24/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edmund Leland Hart.
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