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JL

Jadyn C. Loedding

BFC PLANNING
CEDAR RAPIDS, IA 52402
Some features on this profile are disabled
CRD#: 3163367
JL

Professional summary

Jadyn Chang Loedding, who also goes by Jadyn Chang Adomi, Jadyn Loedding, is a registered financial advisor currently at BFC PLANNING, INC. located in Cedar Rapids, Iowa and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Post Falls, Idaho.

Jadyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jadyn has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jadyn Chang Adomi | Jadyn Loedding

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) - RIA

Click below to view Jadyn Chang Loedding's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

December 5, 2025 - Present

BFC PLANNING, INC.

Office #1: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
RIA
CRD#: 119682
CEDAR RAPIDS, IA
Current

December 5, 2025 - Present

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

Office #1: 755 N. Regal Street, Post Falls, ID 83854
RIA
BD
CRD#: 13609
POST FALLS, ID
Past

March 17, 2016 - December 31, 2016

MOLONEY INVESTMENT ADVISORY LLC

RIA
CRD#: 282140
POST FALLS, ID
Past

February 23, 2016 - December 5, 2025

MOLONEY SECURITIES ASSET MANAGEMENT LLC

RIA
CRD#: 282448
POST FALLS, ID
Past

March 28, 2012 - April 27, 2016

MOLONEY SECURITIES CO., INC.

RIA
CRD#: 38535
POST FALLS, ID
Past

September 16, 2008 - December 5, 2025

MOLONEY SECURITIES CO., INC.

BD
CRD#: 38535
POST FALLS, ID
Past

April 10, 2006 - September 9, 2008

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
COEUR D'ALENE, ID
Past

July 11, 2003 - December 31, 2005

SUNSET FINANCIAL SERVICES, INC.

BD
CRD#: 3538
KANSAS CITY, MO
Past

March 1, 1999 - October 9, 2001

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX

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.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Idaho
(12/5/2025)
IAR
Idaho
(12/5/2025)
RR
Oregon
(12/5/2025)
RR
Washington
(12/5/2025)
RR
Wyoming
(12/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/16/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/26/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/27/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/26/1999
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

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#: 119682Cedar Rapids, IA 52402

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