David Allen Wampler

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

• 06/2003 → 12/2025
  Moloney Securities Co., Inc.
  St. Louis, MO
• 02/2016 → 12/2016
  Moloney Investment Advisory Llc
  Manchester, MO
• 02/2016 → 12/2025
  Moloney Securities Asset Management Llc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Kerrville, TX
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2016-02-22 → 2025-12-05
  Moloney Securities Asset Management Llc
  Kerrville, TX
  Manchester, MO
• 2016-02-22 → 2016-12-31
  Moloney Investment Advisory Llc
  Kerrville, TX
  Manchester, MO
• 2006-01-03 → 2016-04-13
  Moloney Securities Co., Inc.
  Manchester, MO
  Kerrville, TX
  Overland Park, KS
  Kerrville, TX
  Manchester, MO
  Manchester, MO
  Myrtle Beach, SC
  Manchester, MO
• 2002-06-11 → 2003-06-28
  Rbc Capital Markets, Llc
  Kerrville, TX

Other Businesses

VICE-CHAIRMAN OF THE BOARD OF GUADALUPE NATIONAL BANK AND ITS HOLDING COMPANY, RELATIONSHIP FINANCIAL CORP. OVERSIGHT RESPONSIBILITY, INCLUDING COMMITTEE RESPONSIBILITIES, BUDGETING AND STRATEGIC PLANNING FOR A $250MM STATE CHARTED COMMUNITY BANK. 1309 BANDERA HIGHWAY, KERRVILLE, TX 78028. CONDUCTED ABOUT 10 HRS/WEEK DURING TRADING HOURS. D/B/A HERITAGE INVESTMENT MANAGEMENT, LLP. SECURITIES AND INVESTMENT ADVISORY ACTIVITIES. SECURITIES OFFERED THROUGH BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC. OWNER, DIAMOND FORK INVESTMENTS, LLC, ESTABLISHED TO HOLD INCOME FROM ADVISORY AND INVESTMENT BUSINESS BUFFALO FORKS RANCH LTD - GENERAL PARTNER- 1572 ACRE RANCH - 222 SIDNEY BAKER SOUTH #538, KERRVILLE, TX 78028. NOT INVESTMENT RELATED. 1 HOUR DURING TRADING/WEEK. TEXAS 4W LAND AND CATTLE - MANAGER - LLC ESTABLISHED TO HOLD THE GENERAL PARTNER INTEREST IN BUFFALO FORKS RANCH LTD A FAMILY LIMITED PARTNERSHIP. 667 FELIX FISHER ROAD, HUNT , TX 78027. NOT INVESTMENT RELATED. 1 HOUR DURING TRADING/WEEK.

Exams

• S66 Uniform Combined State Law Examination
  1997-10-15