Daniel Dean Brummel
Investment adviser representative at Bfc Planning, Inc.
30 yearsExperience
1 stateRegistered in
$3.8BFirm assets
19 yearsFirm in business
Are you Daniel Dean Brummel? Claim your profile
Contact this firm
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
30 years in the industry.
- Bfc Planning, Inc.Jan 2019 to now
- Securities Management & Research, Inc.Jan 2019 to now
- MML Investors Services, LLCMar 2017 to Jan 2019
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jan 2019
- Metlife Securities, Inc.Feb 2007 to Mar 2017
- Metropolitan Life Insurance CompanyFeb 2007 to Mar 2017
- B&l FarmsAug 1996 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5025695
- Firm CRD
- 119682