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Scott Michael Brannan

BFC Planning, Inc.

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About Scott Michael Brannan

Scott Michael Brannan is a financial advisor with over 15 years of experience in the industry. Scott is currently registered with BFC Planning, Inc. and has been with the firm since October 2018. Scott holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Scott has a strong track record of providing financial planning and investment management services to individuals, families, and businesses. Scott is committed to helping clients reach their financial goals.

Firm Information

Scott Brannan 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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Scott Brannan’s Registration & Firm History

IA

10/22/2018 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

ND

06/01/2009 - 10/15/2009

MORGAN STANLEY SMITH BARNEY (BISMARK ND)

ND

07/25/2005 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (BISMARK ND)

IA

12/20/2003 - 07/08/2005

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 10/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/08/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Scott Michael Brannan. Review regulatory record here.
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