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William Gebhart

BFC Planning, Inc.

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About William Gebhart

William Gebhart is a financial advisor with BFC Planning, Inc. located in Chesterfield, Missouri. William has been in the financial services industry since March 10, 2016. William has a wide range of experience, including working with individuals, corporations, pension and profit-sharing plans, and charitable organizations. William is also registered in several states including California, Florida, Illinois, Missouri, and Texas. William is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

William Gebhart 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 Gebhart’s Registration & Firm History

MO

05/19/2023 - Present

BFC Planning, Inc. (CHESTERFIELD MO)

MO

03/11/2016 - 05/18/2023

PFS INVESTMENTS INC. (BALLWIN MO)

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Licenses & Designations

IA

Issued 03/19/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Gebhart.
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