Scott Bradley Wasserman

Employer firm

Bfc Planning, Inc. CRD 119682

$3.84B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Moloney Securities Co., Inc.
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Myrtle Beach, SC
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2016-06-22 → 2025-12-05
  Moloney Securities Asset Management Llc
  Myrtle Beach, SC
  Manchester, MO
• 2016-06-22 → 2016-12-31
  Moloney Investment Advisory Llc
  Myrtle Beach, SC
  Manchester, MO
• 2016-01-22 → 2016-04-27
  Moloney Securities Co., Inc.
  Manchester, MO
  Myrtle Beach, SC
  Myrtle Beach, SC
  Manchester, MO

Other Businesses

CLOSING WITHDRAWN BROKER DEALER: WASSERMAN & ASSOC, INC., OWNER, PRESIDENT NO LONGER INVESTMENT RELATED START DATE 12/1999

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-22
• S63 Uniform Securities Agent State Law Examination
  1987-12-22

Other Names

• Scott Bradley Wasserman