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Sean Joseph McGhee

BFC Planning, Inc.

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About Sean Joseph McGhee

Sean McGhee is an investment advisor representative at BFC Planning, Inc., and has been in the industry since August 24, 1986. Sean has experience with both individual and business clients and focuses on providing financial planning services. Sean is also registered as an Investment Advisor Representative in several states. Sean is actively registered in Ohio, Arizona, California, Florida, Illinois, Indiana, Michigan, Nevada, New York, Pennsylvania, Texas, Vermont, and Wisconsin.

Firm Information

Sean McGhee 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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Sean McGhee’s Registration & Firm History

OH

12/11/2013 - Present

BFC Planning, Inc. (TOLEDO OH)

OH

01/01/2002 - 03/31/2003

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)

OH

10/31/1995 - 01/01/2002

CONTINENTAL CAPITAL SECURITIES, INC (SYLVANIA OH)

FL

09/14/1995 - 11/07/1995

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

NY

04/26/1995 - 08/24/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NY

07/31/1993 - 04/12/1995

SMITH BARNEY INC. (NEW YORK NY)

NY

07/05/1991 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

11/25/1988 - 07/15/1991

HAMILTON INVESTMENTS, INC.

NA

07/23/1986 - 12/16/1988

OBERWEIS SECURITIES, INC.

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Licenses & Designations

BC

Issued 08/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Sean Joseph McGhee. Review regulatory record here.
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