GS
George D. Steel
BFC PLANNING
CEDAR RAPIDS, IA 52402
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CRD#: 716992
GS
Professional summary
George Donald Steel, who also goes by G Donald Steel, is a registered financial advisor currently at BFC PLANNING, INC. located in Cedar Rapids, Iowa and BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. located in Indianapolis, Indiana.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. George has worked at 5 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 27, Series 4, Series 53 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
G Donald Steel
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.
D/B/A - PLANNED INVESTMENT CO, INC. INVESTMENTS OFFERED THROUGH MOLONEY SECURITIES. 9265 COUNSELORS ROW #150, INDIANAPOLIS, IN 46240. DURING ALL MARKET HOURS. INVESTMENT RELATED. SALVATION ARMY - ADVISORY BOARD. NOT CONDUCTED DURING TRADING HOURS. NOT INVESTMENT RELATED. GALAXY CHARITIABLE FOUNDATION - DIRECTOR. NONPROFIT CORPORATION. CATHOLIC YOUTH CHARITY. 3950 PRIORITY WAY SOUTH DRIVE #100, INDIANAPOLIS, IN 46240. CONDUCTED 1 HOUR/WEEK DURING TRADING HOURS. NOT INVESTMENT RELATED. INDIANA SALVATION ARMY - HONORARY CO-CHAIR - CAPITAL CAMPAIGN. NOT CONDUCTED DURING TRADING HOURS. NOT INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view George Donald Steel's 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®
NoneExperience
Current
December 5, 2025 - Present
BFC PLANNING, INC.
Office #1: 4201 42nd Street Ne Suite 100, Cedar Rapids, IA 52402RIA
CRD#: 119682
CEDAR RAPIDS, IA
Current
December 5, 2025 - Present
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
Office #1: 3950 Priority Way, South Drive Suite 100, Indianapolis, IN 46240RIA
BD
CRD#: 13609
Indianapolis, IN
Past
December 13, 2018 - December 5, 2025
MOLONEY SECURITIES ASSET MANAGEMENT LLC
RIA
CRD#: 282448
Indianapolis, IN
Past
December 13, 2018 - December 5, 2025
MOLONEY SECURITIES CO., INC.
BD
CRD#: 38535
Indianapolis, IN
Past
February 4, 2003 - February 6, 2019
PLANNED INVESTMENT CO., INC.
RIA
CRD#: 3050
INDIANAPOLIS, IN
Past
September 24, 1980 - February 19, 2019
PLANNED INVESTMENT CO., INC.
BD
CRD#: 3050
INDIANAPOLIS, IN
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
Alabama(12/5/2025)
RR
Arizona(12/5/2025)
RR
California(12/5/2025)
RR
Colorado(12/5/2025)
RR
Florida(12/13/2018)
RR
Georgia(12/5/2025)
RR
Hawaii(12/5/2025)
RR
Idaho(12/5/2025)
RR
Illinois(12/5/2025)
RR
Indiana(12/5/2025)
IAR
Indiana(12/5/2025)
RR
Kansas(12/5/2025)
RR
Kentucky(12/5/2025)
RR
Massachusetts(12/5/2025)
RR
Michigan(12/5/2025)
RR
Minnesota(12/5/2025)
RR
Missouri(12/5/2025)
RR
Nevada(12/5/2025)
RR
New Jersey(12/5/2025)
RR
New Mexico(12/5/2025)
RR
New York(12/5/2025)
RR
North Carolina(12/5/2025)
RR
Ohio(12/5/2025)
RR
Oregon(12/5/2025)
RR
Pennsylvania(12/5/2025)
RR
South Carolina(12/5/2025)
RR
Texas(12/5/2025)
IAR
Texas(12/5/2025)
RR
Utah(12/5/2025)
RR
Virginia(12/5/2025)
RR
Washington(12/5/2025)
RR
Wyoming(12/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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
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.
Company Information
BFC PLANNING, INC.
CRD#: 119682Cedar Rapids, IA 52402TRUST BUT VERIFY
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