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Shawn Kristian Schuyler

BFC Planning, Inc.

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About Shawn Kristian Schuyler

Shawn Kristian Schuyler is a financial advisor with over 10 years of experience. Shawn is currently registered with BFC Planning, Inc. and is also an agent with West Virginia Financial Solutions, LLC. Shawn has a wide range of experience in financial planning, portfolio management for individuals and selection of other advisors.

Firm Information

Shawn Schuyler 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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Shawn Schuyler’s Registration & Firm History

IA

01/13/2023 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

WV

07/02/2018 - 12/31/2022

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BECKLEY WV)

VA

08/17/2015 - 07/11/2018

WADDELL & REED (VIRGINIA BEACH VA)

WV

07/09/2012 - 08/16/2013

INDEPENDENCE CAPITAL CO., INC. (BEAVER WV)

MN

09/23/1998 - 02/02/1999

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

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Licenses & Designations

IA

Issued 07/20/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/07/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shawn Kristian Schuyler. Review regulatory record here.
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