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William Eric Sines

BFC Planning, Inc.

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About William Eric Sines

William Eric Sines is a registered investment advisor representative with BFC Planning, Inc. located in Cedar Rapids, IA and Seminole, FL. William has been in the financial services industry since 2015 and has a broad range of experience in financial planning, selection of other advisors, and portfolio management for individuals. William is licensed to provide financial advice in Colorado, Connecticut, Florida, Georgia, Hawaii, Indiana, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. He is also a licensed insurance agent and tax preparer. William is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

William Sines 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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William Sines’s Registration & Firm History

IA

08/24/2023 - Present

BFC Planning, Inc. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 08/10/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Eric Sines.
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