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John Tayib Lund

BFC Planning, Inc.

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About John Tayib Lund

John Tayib Lund is a financial professional who has been in the industry since 2016. John is currently registered with BFC Planning, Inc. and holds licenses in both Iowa and Nebraska. John has been working in financial services for over 15 years and has a proven track record of success. John is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. John is a Certified Financial Planner and specializes in working with high-net-worth individuals, businesses, and retirement plans. John provides a range of financial services, including financial planning, investment management, and insurance planning. John is a member of the Financial Planning Association and is committed to upholding the highest ethical standards in the financial services industry.

Firm Information

John Lund 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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John Lund’s Registration & Firm History

NE

05/16/2023 - Present

BFC Planning, Inc. (NORFOLK NE)

NE

02/24/2020 - 07/02/2021

LPL FINANCIAL LLC (NORFOLK NE)

NE

07/09/2015 - 02/24/2020

SECURITIES AMERICA, INC. (NORFOLK NE)

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Licenses & Designations

BOTH

Issued 08/11/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for John Tayib Lund. Review regulatory record here.
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