Lucas Scott Gray
Investment adviser representative at Bfc Planning, Inc.
11 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
11 years in the industry.
- Bfc Planning, Inc.Dec 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Dec 2025 to now
- Nations Financial Group, Inc.Jan 2024 to Dec 2025
- Prairie Capital MarketsMar 2021 to Sep 2021
- Prairie Capital Advisors, Inc.Dec 2020 to Sep 2021
- United Planners Financial Services of AmericaJun 2020 to Dec 2020
- Allerton Brewing Company, LLCAug 2019 to Apr 2024
- Esi EquityFeb 2018 to Jun 2020
- Quasar Distributors, LLCSep 2017 to Feb 2018
- USA MutualsSep 2017 to Feb 2018
- Sweet Mullets BreweryJul 2017 to May 2018
- Bank MutualJul 2017 to Sep 2017
- Directed Services, LLCMay 2015 to Jun 2017
- VoyaMay 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 6495438
- Firm CRD
- 119682