Aretha Dawn Ryan

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

• 03/2005 → 08/2018
  Pacific West Securities, Inc.
  Renton, WA
• 07/2003 → 08/2018
  Multop Financial Team
  Bellingham, WA
• 01/2013 → 08/2018
  Cetera Advisors Llc
  El Segundo, CA
• 08/2018 → 11/2019
  Lpl Financial
  Bellingham, WA
• 11/2019 → Present
  Moloney Securities Co., Inc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Bellingham, WA
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2020-08-14 → 2025-12-05
  Moloney Securities Asset Management Llc
  Bellingham, WA
  Manchester, MO
  Bellingham, WA

Other Businesses

DBA - SALISH WEALTH MANAGEMENT - FINANCIAL SERVICES - 3101 NEWMARKET ST #101, BELLINGHAM, WA 98226. DURING ALL TRADING HOURS. INVESTMENTS AND SECURITIES OFFERED THROUGH MOLONEY SECURITIES.

Exams

• S66 Uniform Combined State Law Examination
  2020-08-13
• S63 Uniform Securities Agent State Law Examination
  2005-04-09

Other Names

• Aretha Dawn Ryan
• Aretha Dawn Allen
• Aretha Dawn Allen
• Aretha Dawn Allen