Michael Howard Samuels

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

• 04/2013 → 07/2017
  Cambridge Investment Research, Inc
  Fairfield, IA
• 04/2013 → 07/2017
  Cambridge Investment Research Advisor, Inc
  Fairfield, IA
• 07/2017 → Present
  Berthel Fisher & Company Financial Services, Inc.
  Pittsburgh, PA
• 07/2017 → Present
  Bfc Planning, Inc.
  Pittsburgh, PA

Previous Registrations

• 2013-04-12 → 2017-08-03
  Cambridge Investment Research Advisors, Inc.
  Sewickley, PA
• 2006-02-24 → 2013-04-12
  Bpu Investment Management Inc.
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1. Graham Place Community Association-N-Pittsburgh, PA-home owners association-Treasurer-2/2014-10-0-write checks and budgeting 2. Jewish Residential Services-N-Pittsburgh, PA-Organization that houses disabled people-Board Chair-09/2019-4-0-Check signer, don't control checkbook or write checks. Serve on the board of directors for the organization that houses disabled people. 3. Jewish Scholarship Services of Greater Pittsburgh-N-Pittsburgh, PA-Committee decides where to allocate funds-Committee Member-06/2003-4-0-Meet once a year to choose how much money we grant to each applicant. Majority rules system, distribute funds for need based people going to college.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-02-16
• S63 Uniform Securities Agent State Law Examination
  1982-04-30