linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kristen Moran Haley

BFC Planning, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kristen? Claim Your Profile

About Kristen Moran Haley

Kristen Moran Haley is a financial professional with over 20 years of experience in the industry. Kristen is currently registered with BFC Planning, Inc. Kristen has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., and PNC Brokerage Corp. Kristen holds Series 7, Series 63, and Series 65 licenses. Kristen has a strong track record of providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans.

Firm Information

Kristen Haley 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kristen Haley’s Registration & Firm History

PA

05/12/2017 - Present

BFC Planning, Inc. (West Conshohocken PA)

PA

10/12/2007 - 05/17/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXTON PA)

PA

01/01/2004 - 10/19/2007

PNC INVESTMENTS (NEWTON SQUARE PA)

KY

04/21/1999 - 01/01/2004

J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)

PA

11/29/1995 - 04/21/1999

PNC BROKERAGE CORP (PITTSBURGH PA)

Not sure if Kristen Moran Haley is right for you?

Licenses & Designations

IA

Issued 09/10/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristen Moran Haley.
Not sure if Kristen Moran Haley is right for you?