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Allan Lee Ulrich

Bfc Planning, Inc.

Bettendorf, IA

Cedar Rapids, IA

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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2013-12-05
  • IA RA
    APPROVED
    Since 2013-12-05

Branch Locations

2550 Middle Road Northwest Bk Bldg, Suite 300, Bettendorf, IA 52722-3298 • United States

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berthel Fisher & Co Financial Services, Inc. Bettendorf IA 07/2011 Present
Bfc Planning, Inc. Bettendorf IA 12/2013 Present
  • 07/2011 → Present
    Berthel Fisher & Co Financial Services, Inc.
    Bettendorf, IA
  • 12/2013 → Present
    Bfc Planning, Inc.
    Bettendorf, IA
Previous Registrations
Other Businesses

ALLAN ULRICH, INSURANCE-N-BETTENDORF, IA-FIXED INSURANCE SALES-INSUANCE AGENT-05//2014-1-1-OFFERING TERM LIFE INSURANCE PODUCTS TO CLIENTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-01
S63 Uniform Securities Agent State Law Examination 2000-09-14
  • S66 Uniform Combined State Law Examination
    2007-02-01
  • S63 Uniform Securities Agent State Law Examination
    2000-09-14

View on SEC IAPD

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MERRIAM JEANNE RINK

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Bettendorf, IA
AUSDAL FINANCIAL PARTNERS, INC. · BETTENDORF, IA
OSAIC WEALTH, INC. · BETTENDORF, IA
AOT INVEST LLC · DAVENPORT, IA
OSAIC WEALTH, INC. · DAVENPORT, IA
LPL FINANCIAL LLC · BETTENDORF, IA
TFP MANAGEMENT, LLC · BETTENDORF, IA
EDWARD JONES · BETTENDORF, IA

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