Alan Roland Woolever

Employer firm

Dmk Advisor Group, Inc. CRD 41067

$131M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1982 → Present
  American National Insurance Company
  Columbus, OH
• 11/1985 → Present
  Securities Management & Research, Inc.
  Columbus, OH
• 02/2014 → Present
  Bfc Planning
  Columbus, OH
• 01/2026 → Present
  Dmk Advisor Group
  Lutz, FL

Previous Registrations

• 2014-02-19 → 2026-03-17
  Bfc Planning, Inc.
  Columbus, OH
  Cedar Rapids, IA
  Delaware, OH
  Gahanna, OH
  Delaware, OH

Other Businesses

1. AMERICAN NATIONAL-Y-COLUMBUS,OH-INSURANCE SALES-AGENT-11/1982-180-150-SALES AND SERVICE OF LIFE INSURANCE. 2. TWFG INSURANCE- N- DELAWARE, OH- P&C INSURANCE- AGENT- 08/2024- 200-0- SALES AND SERVICE OF PROPERTY AND CASUALTY INSURANCE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-28