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Meggan Eron Urban

Bfc Planning, Inc.

Minot, ND

Cedar Rapids, IA

Berthel, Fisher & Company Financial Services, Inc.

Minot, ND

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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2018-08-13
  • ND RA
    APPROVED
    Since 2018-08-13

Branch Locations

701 31St Ave Sw, Minot, ND 58701 • United States

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

Berthel, Fisher & Company Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2018-08-06
  • ND RA
    APPROVED
    Since 2018-08-06

Branch Locations

701 31St Avenue Sw, Minot, ND 58701 • 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
Freedom Financial Group Minot ND 09/2014 08/2017
Berthel Fisher & Company Financial Services, Inc. Minot ND 08/2017 Present
Bfc Planning, Inc. Minot ND 08/2018 Present
Other Businesses

Notary Public- N- Minot, ND- Notary Public- 12/2025- 1- 0- Notary Public for legal documents.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-05-25
S65 Uniform Investment Adviser Law Examination 2018-08-03
  • S63 Uniform Securities Agent State Law Examination
    2023-05-25
  • S65 Uniform Investment Adviser Law Examination
    2018-08-03
Other Names
  • Meggan Eron Larsen

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
BFC PLANNING, INC.
HORACE MANN INVESTORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

SHANE DAVID ZABACK
KEATON DAVID ZABACK
Mark Jason Kohlman
STEPHEN BLAIR PACKULAK
Mason Hedberg
COLE ALLEN LAUINGER
BRENDAN ROBERT DICK
ROBERT MICHAEL DICK

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MINOT, ND
EDWARD JONES · MINOT, ND
OSAIC WEALTH, INC. · Minot, ND
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MINOT, ND
OSAIC WEALTH, INC. · Minot, ND
AMERIPRISE FINANCIAL SERVICES, LLC · MINOT, ND
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MINOT, ND
EDWARD JONES · MINOT, ND

More in Minot, ND

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