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Matthew Neal Bins-castronovo

BFC Planning, Inc.

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About Matthew Neal Bins-castronovo

Matthew Bins-castronovo is a financial advisor at BFC Planning, Inc., a registered investment advisor firm. Matthew holds the Series 7, Series 63 and Series 66 licenses. Matthew has been in the industry for over two years. Matthew's areas of expertise include Financial Planning and Portfolio Management for Individuals. BFC Planning, Inc. specializes in providing financial advisory services to individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.8 billion in assets.

Firm Information

Matthew Bins-castronovo 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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Matthew Bins-castronovo’s Registration & Firm History

IA

06/07/2023 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

BOTH

Issued 05/26/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/24/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Neal Bins-castronovo.
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