BFC Planning
47yrs
Top advisor by experience in Cedar Rapids
23yrs
Dylan Brooks has worked in the financial industry for 23 years and is a fiduciary financial advisor based in Cedar Rapids, Iowa. After ten years at Mutual Advisors and a year at Mutual Securities, Dylan joined BFC Planning in 2023, a firm offering financial planning, investment management, and selecting outside investment managers. Dylan holds the CFP® designation.
One of 456 advisors with offices in Cedar Rapids, and one of 424 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors in Iowa
Office4201 42nd Street NE Suite 100, Cedar Rapids, IA 52402
FirmBFC Planning
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$325,935
Advisors at the firm186
States licensed ?1 state
Services through BFC Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowBFC Planning, Inc.Current firm
- 2013 – 2022Mutual Advisors, LLCPreviously
- Nov 2012 – Jul 2013Mutual Securities, Inc.Previously
- 2003 – 2012Equitable Advisors, LLCPreviously
Questions to ask Dylan
Tailored to Dylan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Dylan
How do I contact Dylan?
Call BFC Planning at (319) 447-5700 and ask for Dylan Brooks. Dylan works from the Cedar Rapids, IA office.
How long has Dylan been a financial advisor?
Dylan has been in the industry since 2003, about 23 years. More experience than 68% of advisors in Iowa.
What licenses does Dylan hold?
Series 66. Tap any license on this page to see what it allows.
Is Dylan a fiduciary?
Dylan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dylan paid?
BFC Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Dylan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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