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Paige Nichole Swartzendruber

BFC Planning, Inc.

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About Paige Nichole Swartzendruber

Paige Swartzendruber is an active investment advisor representative at BFC Planning, Inc. Paige has been in the financial industry since 2007 and has licenses in 51 states and the District of Columbia. Paige has a diverse set of credentials including Series 6, 7, 24, 63 and 65 licenses. Paige has experience with both individuals and businesses and provides financial planning, portfolio management, and other financial services. Paige has experience working at several firms including Securities Management & Research, Inc. and Directed Services, Inc.

Firm Information

Paige Swartzendruber 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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Paige Swartzendruber’s Registration & Firm History

IA

07/20/2016 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

IA

04/12/2017 - 07/11/2022

SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)

PA

08/19/2002 - 11/14/2002

DIRECTED SERVICES, INC. (WEST CHESTER PA)

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Licenses & Designations

IA

Issued 07/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/23/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/09/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paige Nichole Swartzendruber.
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