Daniel Alan Mccorkle
Investment adviser representative at Bfc Planning, Inc.
22 yearsExperience
4 statesRegistered in
$3.8BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Bfc Planning, Inc.Dec 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Dec 2025 to now
- Moloney Securities Asset Management, LLCJun 2024 to Dec 2025
- Moloney Securities Co., Inc.Jun 2024 to Dec 2025
- UnemployedOct 2023 to Jun 2024
- Moloney Securities Asset Management LLCDec 2021 to Oct 2023
- Moloney Securities Co., Inc.Dec 2021 to Oct 2023
- Salish Wealth ManagementDec 2021 to Oct 2023
- UnemployedOct 2019 to Dec 2021
- Saturna Capital CorporationJun 2016 to Oct 2019
- Saturna Brokerage ServicesOct 2004 to Oct 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 4 states (AK, ID, TX, WA).
Bfc Planning, Inc.
$3.8BAssets managed
11,448Clients
231Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4816887
- Firm CRD
- 119682