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Daniel William Bukovcik

Investment Planners, Inc.

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About Daniel William Bukovcik

Daniel William Bukovcik is a financial advisor with over 30 years of experience in the industry. Daniel is currently registered with Investment Planners, Inc. in Ovid, MI. Previously, Daniel has held positions at Concorde Investment Services, LLC, Securities America, Inc., Equitas America, LLC, Woodbury Financial Services, Inc., Centennial Financial Services, Inc., American Investors Group, Inc., Investment Brokers of America, and Waddell & Reed, Inc. Daniel's areas of expertise include investment company products and variable contracts. Daniel holds the Series 6, Series 63 and SIE licenses.

Firm Information

Daniel Bukovcik is currently registered with Investment Planners, Inc.. Investment Planners, Inc. is a corporation that was formed in February 1986. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have reported 1 regulatory event and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

12

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.

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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Daniel Bukovcik’s Registration & Firm History

MI

08/23/2023 - Present

Investment Planners, Inc. (Ovid MI)

MI

05/17/2011 - 08/22/2023

CONCORDE INVESTMENT SERVICES, LLC (OVID MI)

MI

09/20/2010 - 06/17/2011

SECURITIES AMERICA, INC. (OVID MI)

MI

10/08/2007 - 09/27/2010

EQUITAS AMERICA, LLC (OVID MI)

MI

06/25/1991 - 08/03/2006

WOODBURY FINANCIAL SERVICES, INC. (OVID MI)

MI

02/06/1989 - 03/29/1990

CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)

NA

07/12/1988 - 02/28/1989

AMERICAN INVESTORS GROUP, INC.

NA

01/06/1988 - 07/18/1988

INVESTMENT BROKERS OF AMERICA

NA

06/29/1987 - 01/19/1988

WADDELL & REED, INC.

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Licenses & Designations

BC

Issued 06/26/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Daniel William Bukovcik. Review regulatory record here.
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