Daniel
Brummel

Bfc Planning, Inc

CRD#5025695
Investment Advisor
in Pleasant Hill, IA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Brummel is a financial advisor based out of Pleasant Hill, Iowa with a total of 4 years of relevant experience. Brummel works at Bfc Planning, Inc. Throughout their career, they have worked at Metropolitan Life Insurance Company, Metlife Securities, Inc, B&L Farms, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Bfc Planning, Inc and Securities Management & Research, Inc. Brummel maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Iowa. Bfc Planning, Inc is a business headquartered in Cedar Rapids, IA. It has offices in 135 locations and a total of 200 advisors. It handles $2 billion in assets among its 8,990 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 8,990 accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets. Bfc Planning, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. Fees billed by Bfc Planning, Inc most likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

5075 E University Avenue
Pleasant Hill, IA 50327

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

Daniel Brummel Work History

Daniel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Bfc Planning, Inc

2019 - Present (5 years)

Securities Management & Research, Inc

2017 - 2019 (2 years)

Mml Investors Services, LLC

2016 - 2019 (3 years)

Massachusetts Mutual Life Insurance Company

2007 - 2017 (10 years)

Metropolitan Life Insurance Company

2007 - 2017 (10 years)

Metlife Securities, Inc

1996 - 2019 (23 years)

B&L Farms

*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 Daniel Brummel 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

Michael Samuels
Pittsburgh, PA
Darrell Mitchell
Denton, TX
Clifton Higgs
Cedar Rapids, IA
Gregg Georgantas
Channanon, IL
Steven Mrozek
New Castle, PA
Mark Bakkum
Bismarck, ND
Frank Delurgio
Saint Louis, MO
Matthew Mcdonnell
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