William
Fullerman

Bfc Planning, Inc

CRD#7066868
Investment Advisor
in Mineral Ridge, OH

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About this Advisor

William Fullerman is a financial advisor working out of Mineral Ridge, Ohio. Fullerman is on the advisory team at Bfc Planning, Inc. Fullerman has gained experience at Pruco Securities LLC, Alexandria Moulding, Fis, Moody'S Analytics, The Prudential Insurance Company Of America, Western Southern Life, W&S Brokerage Services, Pruco Securities, LLC, Securities Management & Research, Inc, Bfc Planning, Inc, Xpo Logistics, Kelly Services and Fullerman Insurance Agency And Financial Services, LLC. Fullerman holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Ohio. Bfc Planning, Inc is a financial advisory company based in Cedar Rapids, IA. The company has offices in 135 locations and a total of 200 employees. It manages $2 billion in total assets among its 8,990 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 8,990 customer accounts, just 3% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Bfc Planning, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services are provided. Fees billed by Bfc Planning, Inc likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

Mineral Ridge, OH

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Bfc Planning, Inc Brokerage Details

Total Assets Under Management

$1,477,309,181

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

200

OH Average: 166
Total Number of Accounts

8,990

OH Average: 7,189
Average Account Size

$164,328

OH Average: $1,287,990

Investment Advisory Services

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

William Fullerman Work History

William has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Securities Management & Research, Inc

2023 - Present (1 year)

Bfc Planning, Inc

2023 - Present (1 year)

Fullerman Insurance Agency And Financial Services, LLC

2022 - 2022 (< 1 year)

Xpo Logistics

2022 - 2022 (< 1 year)

Kelly Services

2021 - 2022 (1 year)

The Prudential Insurance Company Of America

2021 - 2022 (1 year)

Pruco Securities, LLC

2020 - 2021 (1 year)

Western Southern Life

2020 - 2021 (1 year)

W&S Brokerage Services

2019 - 2020 (1 year)

The Prudential Insurance Company Of America

2018 - 2020 (2 years)

Pruco Securities LLC

2018 - 2019 (1 year)

Alexandria Moulding

2015 - 2018 (3 years)

Fis

2012 - 2015 (3 years)

Moody'S Analytics

*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 William Fullerman 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

Steven Mrozek
New Castle, PA
Darrell Mitchell
Denton, TX
Gregg Georgantas
Channanon, IL
Clifton Higgs
Cedar Rapids, IA
Michael Samuels
Pittsburgh, PA
Mark Bakkum
Bismarck, ND
Paul Hardin
Jerseyville, IL
Carl Wallin
West Fargo, ND

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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