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Owen Patrick Kennedy

BFC Planning, Inc.

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About Owen Patrick Kennedy

Owen Kennedy is a financial advisor with BFC Planning, Inc. Owen has over 20 years of experience in the financial services industry. Owen is registered with the state of New York and has a Series 6 and SIE license. Owen's expertise includes financial planning, portfolio management, and selection of other advisors. Owen is a Chartered Financial Consultant. Owen is also a part of the parish council at St. Mary's Church in Cooperstown, NY. Owen is committed to providing clients with personalized financial advice that meets their individual needs.

Firm Information

Owen Kennedy 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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Owen Kennedy’s Registration & Firm History

IA

02/08/2022 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

NY

09/14/2001 - 09/02/2004

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)

NY

08/16/1999 - 09/20/2001

NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Owen Patrick Kennedy.
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