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FH

Francis M. Hawkins

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CRD#: 2210488
FH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Francis M Hawkins, who also goes by Fran M Hawkins, Fran Martin Hawkins, Fran Hawkins, Francis Martin Hawkins, Francis Hawkins, was a registered financial professional .

Francis is a previously registered financial professional and started their career in finance in 1993. Francis had worked at 17 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Fran M Hawkins | Fran Martin Hawkins | Fran Hawkins | Francis Martin Hawkins | Francis Hawkins

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 14, 2018 - December 31, 2020

BFC PLANNING, INC.

RIA
CRD#: 119682
Clifton Park, NY
Past

May 14, 2018 - December 31, 2020

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
Clifton Park, NY
Past

October 4, 2016 - January 30, 2017

OPTIMUS WEALTH MANAGEMENT GROUP, INC.

RIA
CRD#: 149256
CLIFTON PARK, NY
Past

April 7, 2015 - June 3, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
ALBANY, NY
Past

April 7, 2015 - June 3, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
ALBANY, NY
Past

January 26, 2015 - March 24, 2015

EDWARD JONES

RIA
CRD#: 250
CLIFTON PARK, NY
Past

January 23, 2015 - March 24, 2015

EDWARD JONES

BD
CRD#: 250
CLIFTON PARK, NY
Past

June 6, 2012 - January 26, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ALBANY, NY
Past

May 31, 2012 - January 26, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ALBANY, NY
Past

June 7, 2010 - May 24, 2012

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
ALBANY, NY
Past

June 7, 2010 - May 24, 2012

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
ALBANY, NY
Past

July 17, 2008 - May 1, 2009

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
LOUDONVILLE, NY
Past

July 9, 2008 - May 1, 2009

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
LOUDONVILLE, NY
Past

June 28, 2007 - July 22, 2008

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
GORHAM, ME
Past

May 16, 2006 - June 8, 2006

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
ALBANY, NY
Past

January 6, 2006 - April 5, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
POUGHKEEPSIE, NY
Past

June 9, 2005 - October 17, 2005

VAN KAMPEN ADVISORS INC

RIA
CRD#: 104703
CLIFTON PARK, NY
Past

November 9, 2004 - October 17, 2005

INVESCO CAPITAL MARKETS, INC.

BD
CRD#: 6939
HOUSTON, TX
Past

November 29, 2001 - September 7, 2004

LORD, ABBETT & CO. LLC

RIA
CRD#: 110391
JERSEY CITY, NJ
Past

November 7, 2001 - August 10, 2004

LORD ABBETT DISTRIBUTOR LLC

BD
CRD#: 530
JERSEY CITY, NJ
Past

August 9, 1994 - November 1, 2001

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

March 26, 1993 - December 31, 1993

NSR DISTRIBUTORS, INC.

BD
CRD#: 20271
ENFIELD, CT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC

CRD#: 119682 / SEC#: 801-67427

RIA
Registered Investment Advisory firm - (1/3/2007 Approved)
Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/25/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 6/5/2014
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BP
BFC PLANNING, INC.
1ST & MAIN INVESTMENT ADVISORS - ADVISORY SERVICES OFFERED THROUGH BFC PLANNING, INC. | GREAT LAKES BAY FINANCIAL | BFC PLANNING, INC. | BERTHEL FISHER & COMPANY PLANNING, INC. | BEDROCK INVESTMENT ADVISORS, LLC

CRD#: 119682 / SEC#: 801-67427

RIA
Registered Investment Advisory firm - (1/3/2007 Approved)
Iowa
Registered Investment Advisory firm - (3/5/2007 Terminated)
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Contact information


Main Address
4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
Mailing Address
Phone number
(319) 447-5700
Established
Firm type
Fiscal year end
# of Employees
200

SEC notice filing (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BFC PLANNING ADV PART 2 (3/26/2025)

Regulatory assets under management


Total Number of Accounts8,756
AUM (Assets Under Management)$ 2,026,848,859

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BFC PLANNING, INC.

CRD#: 119682

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