David Raymond Falk
Advisor at BFC PLANNING, Inc. — Jamestown, ND
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
44 years
Location
Jamestown, ND 58401
BFC PLANNING, Inc.
Multi-team
David Falk is a financial advisor at BFC Planning, Inc. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BFC Planning and Berthel Fisher & Company Financial Services since 2019, following four years at Securities America Advisors. Outside of his advisory role, he is a general member of local organizations including the Knights of Columbus, Elks Lodge, and Jamestown Dollars for Scholars. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm offers comprehensive financial planning and portfolio management services, utilizing various platforms and investment strategies tailored to client needs.
Based on BFC PLANNING, Inc.
Based on BFC PLANNING, Inc.
Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.
$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)
Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.
$150 to $400 per hour for financial planning and consulting services.
Account minimum: $25,000 Fee-only: Financial planning hourly fees $150 to $400 per hour; fixed fees $100 to $15,000; flat annual fees for ongoing planning services.
Jamestown, ND
920 10th Street, Suite A
Jamestown ND 58401
Advisors at this office
1
North Dakota
44 years of industry experience
BFC Planning, Inc.
2019 - Present • 7 years
Jamestown, ND
Berthel Fisher & Company Financial Services, Inc.
2019 - Present • 7 years
Jamestown, ND
Securities America Advisors
2015 - 2019 • 4 years
Jamestown, ND
Securities America Inc
2015 - 2019 • 4 years
Jamestown, ND
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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