Robert Gustafson
Robert Gustafson is a registered investment advisor at Bfc Planning, INC., based in Cedar Rapids, IA, with 16 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.
Fee Estimator
Location
4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402
Get directionsHistory
Regulatory History (2)
Regulatory
September 2024Customer Dispute
September 2022Employment History
Current Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Previous Registrations
Moloney Securities Asset Management LLC
Moloney Securities CO., INC.Broker
J.P. Turner & Company, L.L.C.Broker
J P Turner & Company Capital Management, LLC
Edward Jones
Edward JonesBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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