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Paul Leonard Goenner

BFC Planning, Inc.

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About Paul Leonard Goenner

Paul Leonard Goenner is a financial advisor with BFC Planning, Inc. Paul has been working in the industry since 1997 and has experience in both investment and insurance. Paul holds Series 6, 63, and 65 licenses and the SIE designation. Paul is registered to provide financial services in Colorado, Minnesota, and Wisconsin. Paul offers investment advice to a wide range of clients, including individuals, corporations, and charitable organizations.

Firm Information

Paul Goenner 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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Paul Goenner’s Registration & Firm History

MN

01/17/2018 - Present

BFC Planning, Inc. (Clear Lake MN)

MN

04/07/2016 - 12/31/2017

PROEQUITIES, INC. (Clear Lake MN)

MN

11/12/2010 - 04/13/2016

THE STRATEGIC FINANCIAL ALLIANCE, INC. (BLOOMINGTON MN)

MN

06/26/2009 - 11/08/2010

H.D. VEST INVESTMENT SERVICES (CLEAR LAKE MN)

TX

06/26/2008 - 07/08/2009

UNITED EQUITY SECURITIES, LLC (HUSTON TX)

GA

05/23/1997 - 05/06/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 10/21/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul Leonard Goenner.
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