Noor El houda Bucholz
Investment adviser representative at Bfc Planning, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Bfc Planning, Inc.Jan 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Dec 2024 to now
- Sagepoint Financial, Inc.May 2023 to Dec 2024
- Commonwealth Financial NetworkSep 2021 to Dec 2024
- TD AmeritradeJul 2018 to Sep 2021
- UnemployedJun 2018 to Jul 2018
- Rock N' TumbleMar 2017 to Jun 2018
- San Diego State UniversityAug 2016 to May 2018
- City of San DiegoJul 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 6986281
- Firm CRD
- 119682