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Louis Patrick Danna

BFC Planning, Inc.

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About Louis Patrick Danna

Louis Patrick Danna is a financial advisor with over 30 years of experience in the financial services industry. Louis has been associated with BFC Planning, Inc. since October 2013. Louis holds multiple securities licenses including Series 6, 26, and 63. Louis's areas of expertise include financial planning, investment management for individuals, and selection of other advisors. BFC Planning, Inc. is an investment advisor headquartered in Cedar Rapids, IA and has offices in Maplewood, MN. The firm has over 200 advisors and manages over $1.8 billion in assets.

Firm Information

Louis Danna 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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Louis Danna’s Registration & Firm History

IA

02/03/2014 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

BC

Issued 12/27/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/30/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Louis Patrick Danna. Review regulatory record here.
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