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Frank Anthony Rezack

BFC Planning, Inc.

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About Frank Anthony Rezack

Frank Anthony Rezack is a registered investment advisor representative with BFC Planning, Inc. Frank has been in the securities industry since 1994. Frank has experience with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Frank's firm provides advisory services that include financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Frank Rezack 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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Frank Rezack’s Registration & Firm History

MN

01/31/2014 - Present

BFC Planning, Inc. (Rosemount MN)

MN

03/19/2012 - 04/23/2012

KALOS CAPITAL, INC. (ROSEMOUNT MN)

MN

06/12/2001 - 03/20/2012

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (ROSEMOUNT MN)

WI

06/22/1999 - 06/28/2001

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

MN

03/21/1998 - 06/15/1999

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

MN

06/12/1995 - 03/11/1998

R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)

NY

08/15/1994 - 06/21/1995

JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)

NA

06/07/1994 - 07/22/1994

MATHEWS, HOLMQUIST & ASSOCIATES, INC.

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Licenses & Designations

IA

Issued 09/09/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Frank Anthony Rezack.
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