Michael
Samuels

Bfc Planning, Inc

CRD#1041618
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Michael Samuels is a financial advisor working in Pittsburgh, Pennsylvania with 6 years of industry experience. Samuels is currently employed by Bfc Planning, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Cambridge Investment Research Advisor, Inc, Berthel Fisher & Company Financial Services, Inc and Bfc Planning, Inc. Samuels has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Bfc Planning, Inc is a registered investment firm that has its headquarters in Cedar Rapids, IA. The firm has offices in 135 locations and a total of 200 employees. It controls $2 billion in total assets between its 8,990 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 8,990 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules are based on which service is offered. Fees charged by Bfc Planning, Inc most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Pittsburgh, PA

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

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

200

PA Average: 166
Total Number of Accounts

8,990

PA Average: 7,189
Average Account Size

$164,328

PA Average: $1,287,990

Investment Advisory Services

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

Michael Samuels Work History

Michael has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Berthel Fisher & Company Financial Services, Inc

2017 - Present (7 years)

Bfc Planning, Inc

2013 - 2017 (4 years)

Cambridge Investment Research, Inc

2013 - 2017 (4 years)

Cambridge Investment Research Advisor, Inc

*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 Michael Samuels 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

Gregg Georgantas
Channanon, IL
Clifton Higgs
Cedar Rapids, IA
Darrell Mitchell
Denton, TX
Steven Mrozek
New Castle, PA
Mark Bakkum
Bismarck, ND
Michael Samuels
Pittsburgh, PA
Stuart Seffrood
Monroe, WI
William Fullerman
Mineral Ridge, OH

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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