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Jody Lee Weis

BFC Planning, Inc.

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About Jody Lee Weis

Jody Weis is a financial advisor with over 30 years of experience in the financial services industry. Jody has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. Jody is currently registered with BFC Planning, Inc. in Chesterfield, Missouri. Jody has a wide range of experience in financial planning, investment management, and insurance. Jody is committed to providing personalized financial advice that meets the unique needs of each client. Jody is also a Series 7, 6, 22, 63 and SIE licensed representative.

Firm Information

Jody Weis 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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Jody Weis’s Registration & Firm History

MO

09/26/2016 - Present

BFC Planning, Inc. (Chesterfield MO)

MO

09/01/2016 - 09/26/2016

SUMMIT BROKERAGE SERVICES, INC. (CHESTERFIELD MO)

MO

06/03/2004 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (CHESTERFIELD MO)

CT

07/30/1999 - 06/16/2004

WS GRIFFITH SECURITIES, INC. (HARTFORD CT)

FL

06/04/1990 - 06/10/2004

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

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Licenses & Designations

BC

Issued 08/08/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/1991

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/01/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jody Lee Weis.
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