Scott F. Hoskins

BFC PLANNING

Lake St. Louis, MO

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CRD#: 6004032

Professional summary

Scott Foster Hoskins, who also goes by Scott F Hoskins, Scott Hoskins, is a registered financial advisor currently at BFC PLANNING, INC. located in Lake St. Louis, Missouri and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Lake St. Louis, Missouri.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Scott has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott F Hoskins | Scott Hoskins

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 Scott Foster Hoskins'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

February 27, 2026 - Present

BFC PLANNING, INC.

RIA

CRD#: 119682

Lake St. Louis, MO

Current

February 10, 2026 - Present

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

RIA

CRD#: 13609

Lake St. Louis, MO

Past

February 10, 2026 - February 10, 2026

BFC PLANNING, INC.

RIA

CRD#: 119682

CEDAR RAPIDS, IA

Past

November 4, 2013 - February 22, 2026

WORLD EQUITY GROUP, INC.

RIA

CRD#: 29087

Lake St Louis, MO

Past

November 4, 2013 - February 22, 2026

WORLD EQUITY GROUP, INC.

CRD#: 29087

Lake St Louis, MO

Past

April 23, 2013 - November 4, 2013

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

ST LOUIS, MO

Past

July 3, 2012 - January 3, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

ST. LOUIS, MO

Past

July 3, 2012 - January 3, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

CLAYTON, MO

Past

July 3, 2012 - January 3, 2013

TD AMERITRADE, INC.

CRD#: 7870

ST. LOUIS, MO

Past

June 4, 2012 - June 29, 2012

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

CLAYTON, MO

Past

March 9, 2012 - June 29, 2012

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

CLAYTON, MO

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".

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)

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.

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

California
(2/10/2026)

Illinois
(2/10/2026)

Missouri
(2/27/2026)

IAR

Missouri
(2/27/2026)

New York
(2/10/2026)

North Carolina
(2/10/2026)

Pennsylvania
(2/10/2026)

Tennessee
(2/10/2026)

Texas
(2/10/2026)

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

State Security Law Exam

IAR

Series 66

Date: 6/1/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2012

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BFC PLANNING, INC.

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)

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 Accounts	8,756
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.

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Advisor Monitoring

Firm Stability Insights

Scott F. Hoskins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Foster Hoskins's CRS (Customer Relationship Summary).

Certified licenses

Experience

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BFC PLANNING, INC.

WORLD EQUITY GROUP, INC.

WORLD EQUITY GROUP, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

Primary Firm SEC Registration

BFC PLANNING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/1/2012

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2012

FINRA

Current Firm

BFC PLANNING, INC.

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BFC PLANNING, INC.

TRUST BUT VERIFY

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