Nicholas Mock is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 65 and Series 63 licenses and having 14 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2015 and Berthel Fisher & Company, Planning Inc. since 2013. Outside of his advisory work, he is involved as COO and manager in various businesses, including financial services firms and an investor and consultant role in a transportation company. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a wide range of clients, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and approximately $3.8 billion in assets, offering flexible fee structures and multiple investment program options through a network of independent advisers.

Troy Mantz is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Berthel Fisher & Company Financial Services, Inc. since 2016 and has been with BFC Planning since 2015. Outside of his advisory role, he is involved in insurance sales, specifically life and long-term care insurance through Hallett Financial Group. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through a network of approximately 200 investment adviser representatives. The firm offers financial planning and portfolio management services with a range of platform options and investment strategies.