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Chandler Lee Johnson

Investment Adviser Representative at BFC Planning, Inc.

Dallas, TXCRD #8219203Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Chandler Lee Johnson is an investment adviser representative with BFC Planning, Inc. in Dallas, TX, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/5/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BFC Planning, Inc.Current
3/5/2026 – Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Dallas Baptist University
    Aug 2016 – Aug 2017Dallas, TX
  2. Greenwell Homes
    May 2018 – Nov 2019Dallas, TX
  3. Encapture (formerly Imagine Solutions)
    Nov 2019 – Jun 2021Dallas, TX
  4. Cliffmade
    Jun 2021 – Aug 2021Dallas, TX
  5. Encapture
    Aug 2021 – Jan 2023Dallas, TX
  6. American Airlines
    Jan 2023 – Jan 2026Fort Worth, TX
  7. Berthel Fisher & Company Financial Services, Inc.
    Jan 2026 – no end date reportedDallas, IA
  8. Student
    Aug 2013 – May 2018Dallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About BFC Planning, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
232
Offices listed on AdvisorFinder:
24
Main office:
Cedar Rapids, IA
SEC file number:
801-67427

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 27, 2026

View full firm profile

Other advisors at BFC Planning, Inc.

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chandler Lee Johnson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Chandler Lee Johnson (BFC Planning) - Fees & Credentials