Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renae? Claim Your ProfileRenae Lynn Polensky is a financial professional with experience in the insurance and real estate industries. Renae currently works with BFC Planning, Inc. and is registered with the state of North Dakota. Renae holds Series 63 and 65 licenses and provides financial planning and portfolio management services to individuals and corporations. Renae is a registered representative of BFC Planning, Inc., a Registered Investment Adviser, and an independent contractor. The firm's main office is located at 4201 42ND STREET NE, SUITE 100, CEDAR RAPIDS, IA, 52402. BFC Planning, Inc. is a registered investment adviser with the Securities and Exchange Commission. The firm provides advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
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IA
10/14/2024 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
Active
Inactive
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