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Robert Reed Anderson

BFC Planning, Inc.

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About Robert Reed Anderson

Robert Anderson is a financial advisor with BFC Planning, Inc. Robert has been in the financial industry for 23 years. Robert has worked at BFC Planning, Inc. since 2015. Robert has been registered in Texas since 1999. Robert offers services like financial planning and portfolio management for individuals. Robert is a licensed insurance sales agent. Robert has also served as the owner of Anderson Financial Solutions.

Firm Information

Robert Anderson 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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Robert Anderson’s Registration & Firm History

IA

10/08/2015 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 09/24/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/06/2008

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/20/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Reed Anderson.
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