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Patrick James Senger

BFC Planning, Inc.

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About Patrick James Senger

Patrick James Senger is a financial advisor with BFC Planning, Inc. Patrick has been in the securities industry for over 19 years. Patrick has a Series 7TO, Series 66, and SIE license. Patrick is registered to provide investment advice in Colorado, Florida, Indiana, and North Dakota. Patrick is also licensed to provide financial planning services in North Dakota. Patrick has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Patrick is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Patrick Senger 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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Patrick Senger’s Registration & Firm History

IA

01/04/2023 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

ND

06/05/2019 - 12/15/2022

MML INVESTORS SERVICES, LLC (Bismarck ND)

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Licenses & Designations

BOTH

Issued 07/24/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick James Senger.
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