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Suzanne Marie Wagner

BFC Planning, Inc.

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About Suzanne Marie Wagner

Suzanne Marie Wagner is a financial advisor with over 30 years of experience in the industry. She is currently registered with BFC Planning, Inc. in Cedar Rapids, Iowa. Suzanne specializes in financial planning, portfolio management, and selection of other advisors. Suzanne has a wide range of experience working with clients including individuals, families, corporations, and charitable organizations.

Firm Information

Suzanne Wagner 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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Suzanne Wagner’s Registration & Firm History

IA

05/16/2016 - Present

BFC Planning, Inc. (Cedar Rapids IA)

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Licenses & Designations

IA

Issued 12/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/17/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/08/1994

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Suzanne Marie Wagner. Review regulatory record here.
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