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Suman Sachdeva

BFC Planning, Inc.

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About Suman Sachdeva

Suman Sachdeva is a financial advisor with over 20 years of experience in the industry. Suman has a Series 7, Series 63 and Series 65 licenses. Suman currently works for BFC Planning, Inc., a firm with 191 licensed agents and 200 investment advisor representatives. Suman has previously worked for Broker Dealer Financial Services Corp. and Foresters Equity Services, Inc. Suman is registered with the states of Florida, Illinois, Minnesota and New York. Suman specializes in working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth clients.

Firm Information

Suman Sachdeva 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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Suman Sachdeva’s Registration & Firm History

FL

01/03/2017 - Present

BFC Planning, Inc. (Naples FL)

IL

01/02/2014 - 12/31/2016

BROKER DEALER FINANCIAL SERVICES CORP. (ROSEMONT IL)

IL

06/27/2008 - 12/31/2013

FORESTERS EQUITY SERVICES, INC. (OAK LAWN IL)

IL

01/08/2007 - 06/26/2008

WORLD GROUP SECURITIES, INC. (SHOREWOOD IL)

IL

11/24/1999 - 12/31/2006

BROKER DEALER FINANCIAL SERVICES CORP. (ROSEMONT IL)

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Licenses & Designations

IA

Issued 01/18/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Suman Sachdeva.
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