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Daniel Dean Brummel

BFC Planning, Inc.

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About Daniel Dean Brummel

Daniel Dean Brummel is an investment advisor representative with BFC Planning, Inc. He has been in the industry since 2005. Daniel has a Series 6, 7, 63, and 65 licenses. He also holds the Series SIE certification. Daniel has experience working with individuals, corporations, high net worth individuals, charitable organizations, pension and profit sharing plans, and insurance companies. Daniel is registered in Arizona, Iowa, Missouri, Oklahoma, and Texas.

Firm Information

Daniel Brummel is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fee

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Daniel Brummel’s Registration & Firm History

IA

01/02/2019 - Present

BFC Planning, Inc. (PLEASANT HILL IA)

IA

03/25/2017 - 01/02/2019

MML INVESTORS SERVICES, LLC (WEST DES MOINES IA)

IA

02/09/2007 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (WEST DES MOINES IA)

IA

02/09/2007 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (HIAWATHA IA)

GA

10/04/2005 - 12/31/2006

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 03/08/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/03/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Dean Brummel.
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