Owen Kennedy
Advisor at BFC PLANNING, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BFC PLANNING, Inc.
Location
Cedar Rapids, IA 52402
Credentials
ChFC®, Series 63
Industry experience
26 years
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
Ongoing financial and investment planning services offered for a flat annual fee; exact amounts not specified
Up to 2.5% annually (maximum allowable fee for asset management services, actual fee negotiated and varies by IAR and program)
Some IARs may also receive commissions as registered representatives for brokerage or insurance products; conflicts disclosed
Financial planning and consulting services hourly rate ranges from $150 to $400 per hour, depending on IAR
Account minimum: $25,000 (minimum account size for Berthel Edge program; may be waived under certain circumstances) Fee-only: Financial planning services offered under fixed fee arrangement ($100 minimum, up to $15,000 maximum; exact fee negotiated)
Work history
BFC Planning, Inc.
2022 - Present (4 years)
Securities Management and Research, Inc
2004 - Present (22 years)
American National Insurance
2004 - Present (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")