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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-05
WA RA APPROVED 2025-12-05
  • TX RA
    APPROVED
    Since 2025-12-05
  • WA RA
    APPROVED
    Since 2025-12-05

Branch Locations

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
Pacific West Securities, Inc. Renton WA 03/2005 08/2018
Multop Financial Team Bellingham WA 07/2003 08/2018
Cetera Advisors Llc El Segundo CA 01/2013 08/2018
Lpl Financial Bellingham WA 08/2018 11/2019
Moloney Securities Co., Inc Manchester MO 11/2019 Present
Berthel, Fisher & Company Financial Services, Inc. Bellingham WA 12/2025 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2025 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-13
S63 Uniform Securities Agent State Law Examination 2005-04-09
  • 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

View on SEC IAPD

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