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Steven Alan Gundy

BFC Planning, Inc.

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About Steven Alan Gundy

Steven Gundy is a financial advisor with BFC Planning, Inc. Steven has been in the financial services industry since October 1999. Steven is registered with the state of Texas. Steven is a Managing Partner at GS Wealth Management. Steven also serves on the board of directors of United Texas Bank and is a member of the Professional Referral Network.

Firm Information

Steven Gundy 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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Steven Gundy’s Registration & Firm History

IA

06/22/2012 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

TX

06/13/2008 - 06/26/2012

MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)

TX

01/06/2000 - 06/17/2008

FOX & COMPANY INVESTMENTS INC. (DALLAS TX)

TX

08/03/2005 - 12/12/2005

FOX FINANCIAL MANAGEMENT CORPORATION (CARROLLTON TX)

MN

09/01/1999 - 11/16/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

09/01/1999 - 11/16/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/01/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2004

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/31/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Alan Gundy.
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