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Richard J Horvath

BFC Planning, Inc.

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About Richard J Horvath

Richard Horvath is an investment advisor representative at BFC Planning, Inc. Richard has been in the financial services industry since 1998. Richard holds the Series 6 and SIE licenses and has been registered with the state of Ohio since 2009. Richard also provides fixed insurance advisory services. Richard has previously worked for firms such as Great American Advisors, Inc., NFP Securities, Inc., Allstate Financial Services, LLC, and Locust Street Securities, Inc.

Firm Information

Richard Horvath 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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Richard Horvath’s Registration & Firm History

OH

01/31/2014 - Present

BFC Planning, Inc. (BOARDMAN OH)

OH

01/23/2006 - 11/11/2009

ALLSTATE FINANCIAL SERVICES, LLC (CORTLAND OH)

TX

08/02/2004 - 01/11/2006

NFP SECURITIES, INC. (AUSTIN TX)

OH

04/25/2003 - 08/03/2004

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

TX

02/11/2003 - 10/13/2003

NFP SECURITIES, INC. (AUSTIN TX)

OH

11/13/2000 - 02/03/2003

GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)

OH

01/07/2000 - 11/08/2000

CHARTER ONE SECURITIES, INC. (CLEVELAND OH)

IA

02/01/1999 - 02/03/2000

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

MA

01/15/1998 - 12/04/1998

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

01/15/1998 - 12/04/1998

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard J Horvath.
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