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J. kyle Haugen

BFC Planning, Inc.

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About J. kyle Haugen

J. kyle Haugen is an active Registered Representative with BFC Planning, Inc., in Cedar Rapids, IA. J. kyle has been in the industry since 2005 and currently holds Series 6 and Series 63 licenses, as well as the SIE exam. Previously, J. kyle worked for Securities Management & Research, Inc. in Prior Lake, MN. In addition to working as a Registered Representative, J. kyle is involved in several community organizations, such as the Prior Lake Rotary Foundation and the Scott County Public Safety Foundation. J. kyle has a strong background in insurance and financial services and is well-equipped to provide clients with a comprehensive approach to their financial planning needs.

Firm Information

J. kyle Haugen 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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J. kyle Haugen’s Registration & Firm History

IA

02/03/2014 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

MN

04/27/2005 - 10/27/2010

SECURITIES MANAGEMENT & RESEARCH, INC. (PRIOR LAKE MN)

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Licenses & Designations

BC

Issued 06/16/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for J. kyle Haugen.
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