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Terrence Robert Fergen

BFC Planning, Inc.

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About Terrence Robert Fergen

Terrence Robert Fergen is a registered Investment Advisor Representative with BFC Planning, Inc. Terrence Fergen has been in the industry since November 11, 2003. Terrence Fergen has passed the Series 7, Series 63, Series 65, and SIE exams. BFC Planning, Inc. is a Registered Investment Advisor firm with offices in Bedford, Texas and Cedar Rapids, Iowa. The firm serves clients such as individuals, high net worth individuals, corporations, trusts, charitable organizations, pension and profit sharing plans, and insurance companies. The firm offers financial planning, selection of other advisors, portfolio management for individuals and businesses, and other services.

Firm Information

Terrence Fergen 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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Terrence Fergen’s Registration & Firm History

TX

06/20/2016 - Present

BFC Planning, Inc. (Bedford TX)

TX

06/13/2008 - 06/20/2012

MILKIE/FERGUSON INVESTMENTS, INC. (DALLAS TX)

TX

11/05/2003 - 06/17/2008

FOX & COMPANY INVESTMENTS INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 06/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Terrence Robert Fergen. Review regulatory record here.
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