David
Falk
Bfc Planning, Inc
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About this Advisor
David Falk is a financial advisor working in Jamestown, North Dakota with a total of 4 years of relevant experience. Falk is currently employed by Bfc Planning, Inc. Falk has gained experience at Axa Advisors, LLC, Securities America Inc, Securities America Advisors, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Falk has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in North Dakota. Bfc Planning, Inc is a firm headquartered in Cedar Rapids, IA. It has offices in 135 locations and a total of 200 people on staff. It has $2 billion in assets under management among its 8,990 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 8,990 client accounts, just 3% are associated with high-net-worth clients who have more than $1 million in investable assets. The company performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely depend on which services the firm provides the client. However, fee types billed by Bfc Planning, Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bfc Planning, Inc Brokerage Details
$1,477,309,181
200
8,990
$164,328
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Falk Work History
David has been registered as a financial advisor for 4 years.*
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Securities America Inc
Securities America Advisors
Axa Advisors, 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 David Falk 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
New Castle, PA
Channanon, IL
Pittsburgh, PA
Denton, TX
Cedar Rapids, IA
Bismarck, ND
Saint Louis, MO
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.
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