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Travis E Feucht

BFC Planning, Inc.

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About Travis E Feucht

Travis Feucht is a financial advisor with BFC Planning, Inc. Travis has been in the industry since 2000. Travis is registered with the state of Washington and has both Series 7 and Series 66 licenses. Travis also has a Securities Industry Essentials (SIE) license. Travis has a history of working with Amerprise Financial Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Allstate Financial Services, LLC. Travis also provides insurance sales for American National Insurance.

Firm Information

Travis Feucht 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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Travis Feucht’s Registration & Firm History

IA

04/11/2016 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

OR

04/11/2011 - 12/09/2015

AMERIPRISE FINANCIAL SERVICES, INC. (PORTLAND OR)

OR

06/30/2008 - 04/28/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)

WA

08/28/2006 - 07/09/2008

ALLSTATE FINANCIAL SERVICES, LLC (VANCOUVER WA)

WA

05/15/2000 - 06/19/2006

AMERIPRISE FINANCIAL SERVICES, INC. (VANCOUVER WA)

MN

05/15/2000 - 06/19/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 05/19/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Travis E Feucht.
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