Mark
Bakkum

Bfc Planning, Inc

CRD#6420037
Investment Advisor
in Bismarck, ND

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About this Advisor

Mark Bakkum is a financial advisor operating out of Bismarck, North Dakota with a total of 4 years of relevant experience. Bakkum works at Bfc Planning, Inc. Bakkum has gained experience at Minnesota Life Ins Co, Securian Financial Services, Inc, Securian Financial Advisors Of Nd, Western State Bank, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Bakkum holds Series 63 and Series 65 licenses, certifying 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 financial advisory business operating out of Cedar Rapids, IA. The investment advisory business has offices in 135 locations and a total of 200 advisors. It handles $2 billion in assets under management across its 8,990 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 8,990 customer accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Bfc Planning, Inc performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely depend on which services are offered. Fees charged by Bfc Planning, Inc most likely are comprised of some blend 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

4501 Coleman Street Suite 208
Bismarck, ND 58503-0997

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

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

200

ND Average: 166
Total Number of Accounts

8,990

ND Average: 7,189
Average Account Size

$164,328

ND Average: $1,287,990

Investment Advisory Services

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

Mark Bakkum Work History

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

2019 - Present (5 years)

Berthel Fisher & Company Financial Services, Inc

2019 - Present (5 years)

Bfc Planning, Inc

2014 - 2019 (5 years)

Minnesota Life Ins Co

2014 - 2019 (5 years)

Securian Financial Services, Inc

2014 - 2019 (5 years)

Securian Financial Advisors Of Nd

2013 - 2015 (2 years)

Western State Bank

*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 Mark Bakkum 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
Mark Bakkum
Bismarck, ND
Clifton Higgs
Cedar Rapids, IA
Gregg Georgantas
Channanon, IL
Steven Mrozek
New Castle, PA
Michael Samuels
Pittsburgh, PA
Matthew Mcdonnell
Cedar Rapids, IA
Robert Kennedy
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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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.

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