Andrew Jake Geiger
Investment adviser representative at Bfc Planning, Inc.
12 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
12 years in the industry.
- Bfc Planning, Inc.Jun 2025 to now
- Berthel, Fisher & Company Financial Services, Inc.Oct 2024 to now
- Bistro 1100Sep 2023 to now
- Dick's Sporting GoodsMay 2023 to Aug 2023
- Encore After School ProgramJan 2023 to May 2023
- Paddle TrapMay 2022 to Aug 2022
- Men's WearhouseJan 2022 to May 2022
- Outdoor Services, Inc.Jun 2021 to Aug 2021
- Parks & Rec Activity CenterJun 2020 to Aug 2020
- Longhorn SteakhouseJun 2018 to Aug 2019
- TouchmarkMar 2017 to Nov 2017
- StudentSep 2014 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ND).
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
- 8000816
- Firm CRD
- 119682