George Donald Steel

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

• 08/1980 → 12/2018
  Planned Investment Co., Inc.
  Indianapolis, IN
• 04/1985 → 08/2017
  George B. Steel Jr. & Associates, Inc.
  Indianapolis, IN
• 12/2018 → 12/2025
  Moloney Securities Co., Inc.
  Manchester, MO
• 12/2018 → 12/2025
  Moloney Securities Asset Management, Llc
  Manchester, MO
• 12/2025 → Present
  Berthel, Fisher & Company Financial Services, Inc.
  Indianapolis, IN
• 12/2025 → Present
  Bfc Planning, Inc.
  Cedar Rapids, IA

Previous Registrations

• 2018-12-13 → 2025-12-05
  Moloney Securities Asset Management Llc
  Indianapolis, IN
  Manchester, MO
  Indianapolis, IN
• 2003-02-04 → 2019-02-06
  Planned Investment Co., Inc.
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Indianapolis, IN
  Columbus, IN

Other Businesses

D/B/A - PLANNED INVESTMENT CO, INC. INVESTMENTS OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. INDIANAPOLIS, IN . CONDUCTED DURING ALL MARKET HOURS. INVESTMENT RELATED. SALVATION ARMY OF CENTRAL INDIANA - BOARD MEMBER. NOT CONDUCTED DURING TRADING HOURS. NOT INVESTMENT RELATED. GALAXY CHARITIABLE FOUNDATION - DIRECTOR. NONPROFIT CORPORATION. CATHOLIC YOUTH CHARITY. INDIANAPOLIS, IN. CONDUCTED 2 HOUR/MONTH, BUT NOT DURING TRADING HOURS. NOT INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-11
• S63 Uniform Securities Agent State Law Examination
  1980-09-29

Other Names

• G Donald Steel