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Lori Ann Clem

BFC Planning, Inc.

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About Lori Ann Clem

Lori Clem is a financial advisor with BFC Planning, Inc. Lori has been in the industry since 1993 and has a broad range of experience. Lori specializes in providing financial planning and portfolio management services to individuals, corporations, and pension and profit-sharing plans.

Firm Information

Lori Clem 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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Lori Clem’s Registration & Firm History

TX

11/15/2017 - Present

BFC Planning, Inc. (Carrollton TX)

TX

10/06/2000 - 07/17/2017

WFG INVESTMENTS, INC. (CARROLLTON TX)

TX

06/04/1998 - 12/01/2000

NORTHSTAR SECURITIES, INC. (DALLAS TX)

TX

01/22/1996 - 12/09/1998

DOMINION CAPITAL CORPORATION (DALLAS TX)

CA

10/07/1994 - 10/30/1995

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

AZ

06/27/1994 - 09/20/1994

W.B. MCKEE SECURITIES, INC. (SCOTTSDALE AZ)

NA

04/05/1994 - 07/11/1994

REYNOLDS KENDRICK STRATTON, INC.

TX

11/25/1991 - 07/02/1992

KAVANAUGH SECURITIES, INC. (DALLAS TX)

NA

04/11/1991 - 12/03/1991

FIDELITY EQUITY SERVICES CORPORATION

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Licenses & Designations

BOTH

Issued 10/15/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/10/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lori Ann Clem.
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