Thomas Adam Rohn
Investment adviser representative at Bfc Planning, Inc.
30 yearsExperience
1 stateRegistered in
$3.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Bfc Planning, Inc.Dec 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Dec 2025 to now
- Moloney Securitie Asset Management LLCDec 2018 to Dec 2025
- Moloney Securities Co., Inc.Dec 2018 to Dec 2025
- Planned Investment Co., Inc.Jan 1996 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 1 state (IN).
Bfc Planning, Inc.
$3.8BAssets managed
11,448Clients
231Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2746445
- Firm CRD
- 119682