Allan
Ulrich

Bfc Planning, Inc

CRD#4233216
Investment Advisor
in Bettendorf, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Allan Ulrich is a financial advisor operating in Bettendorf, Iowa who has 10 years of relevant experience. Ulrich is an employee of Bfc Planning, Inc. Over the course of their career, they have held roles at Berthel Fisher & Co Financial Services, Inc, Hawk Investment Services, LLC and Bfc Planning, Inc. Ulrich holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to work in Iowa. Bfc Planning, Inc is a registered investment company that has its headquarters in Cedar Rapids, IA. The investment advisory business has offices in 135 locations and a total of 200 employees. It handles $2 billion in assets between its 8,990 customer accounts, placing it among the largest firms in the country by assets under management. Of its 8,990 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in investable assets. Bfc Planning, Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically are based on which services the firm provides the client. However, fees charged by Bfc Planning, Inc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2550 Middle Road Northwest Bk Bldg, Suite 300
Bettendorf, IA 52722-3298

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

IA Average: $9,259,360,772
Total Number of Employees

200

IA Average: 166
Total Number of Accounts

8,990

IA Average: 7,189
Average Account Size

$164,328

IA Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Allan Ulrich Work History

Allan has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Bfc Planning, Inc

2011 - Present (13 years)

Berthel Fisher & Co Financial Services, Inc

2011 - 2014 (3 years)

Hawk Investment Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Allan Ulrich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bfc Planning, Inc

Darrell Mitchell
Denton, TX
Gregg Georgantas
Channanon, IL
Mark Bakkum
Bismarck, ND
Clifton Higgs
Cedar Rapids, IA
Steven Mrozek
New Castle, PA
Michael Samuels
Pittsburgh, PA
Jeffrey Schiller
Plano, TX
Charles Stevens
Cedar Rapids, IA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started