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Heath David Slain

BFC Planning, Inc.

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About Heath David Slain

Heath David Slain is a financial advisor registered with BFC Planning, Inc. based in Upland, Indiana. Heath has been in the financial industry since 2017 and holds Series 66, SIE, and Series 7 licenses. Heath has experience working with high-net-worth individuals, corporations, and pension plans. Heath offers financial planning, selection of other advisors, and portfolio management services to individuals and businesses. In addition to his work at BFC Planning, Inc., Heath has also served as a councilman for the Town of Upland, Indiana.

Firm Information

Heath Slain 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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Heath Slain’s Registration & Firm History

IN

04/01/2024 - Present

BFC Planning, Inc. (UPLAND IN)

IN

11/26/2018 - 03/28/2024

CUSO FINANCIAL SERVICES, L.P. (Marion IN)

IN

08/08/2017 - 12/31/2018

CETERA ADVISOR NETWORKS LLC (MARION IN)

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Licenses & Designations

BOTH

Issued 09/05/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heath David Slain.
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