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Andrew Lee Feyerabend

BFC PLANNING
CEDAR RAPIDS, IA
·CRD# 5915487·12 years experience

Professional Summary

Andrew Lee Feyerabend, who also goes by Andrew Feyerabend, is a registered financial advisor currently at BFC PLANNING, INC. located in Cedar Rapids, Iowa and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Greenville, Illinois. Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andrew has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Feyerabend

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

12 years in the financial services industry

Current & Past Employments

BFC PLANNING, INC.·CRD# 119682
RIA
4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402
December 5, 2025 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.·CRD# 13609
RIA
BD
208 S. 2nd Street, Greenville, IL 62246
December 5, 2025 - Present
MOLONEY SECURITIES ASSET MANAGEMENT LLC·CRD# 282448
RIA
Greenville, IL
December 8, 2016 - December 5, 2025
MOLONEY INVESTMENT ADVISORY LLC·CRD# 282140
RIA
Greenville, IL
January 27, 2016 - December 31, 2016
MOLONEY SECURITIES CO., INC.·CRD# 38535
RIA
Greenville, IL
October 31, 2014 - April 27, 2016
MOLONEY SECURITIES CO., INC.·CRD# 38535
BD
Greenville, IL
July 2, 2014 - December 5, 2025

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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 - SEC (1/3/2007 Approved)
Iowa
Registered Investment Advisory firm - Iowa (3/5/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402

Phone Number

(319) 447-5700

# of Employees

200

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BFC PLANNING ADV PART 2 (3/27/2026)

Regulatory Assets Under Management

Total Number of Accounts

13,174

AUM (Assets Under Management)

$3,841,196,599

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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.

SECURITIES, ADVISORY AND INSURANCE ACTIVITIES D/B/A INVESTMENT CENTER, 100 IDLER LANE, GREENVILLE, IL 62246. GREENVILLE CHAMBER OF COMMERCE. 102 NORTH 2ND STREET, GREENVILLE, IL, 62246. BOARD MEMBER. NOT INVESTMENT RELATED. 0.5 HOURS/MONTH DURING TRADING HOURS.

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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 - SEC (1/3/2007 Approved)
Iowa
Registered Investment Advisory firm - Iowa (3/5/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arkansas
(12/5/2025)
RR
Colorado
(12/5/2025)
RR
Delaware
(12/5/2025)
RR
Florida
(12/6/2025)
RR
Illinois
(12/5/2025)
IAR
Illinois
(12/5/2025)
RR
Kentucky
(12/5/2025)
RR
Michigan
(12/5/2025)
RR
Missouri
(12/5/2025)
RR
New York
(12/5/2025)
RR
Ohio
(12/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2014About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lee Feyerabend's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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