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David Wampler

Bfc Planning, INC.
28 Years of Experience
Cedar Rapids, IA
2 DisclosuresBroker
View SEC Summary
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David Wampler is a registered investment advisor at Bfc Planning, INC., based in Cedar Rapids, IA, with 28 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 11,448 clients with $3.8B in assets under management.

Bfc Planning, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,448 clients
Average Client Portfolio
$336K average
Assets Under Management
$3.8B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum allowable annual fee is 2.5% across most asset management programs. Actual fees are negotiable and vary by representative and platform. Specific sub-adviser and program fees apply depending on the chosen platform.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4201 42nd Street Ne, Suite 100, Cedar Rapids, IA, 52402

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2025
Settled
Customer Dispute
April 2023
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is the Vice-Chairman of the Board of Guadalupe National Bank and its holding company, Relationship Financial Corp, dedicating a few hours per week. He also owns Diamond Fork Investments, LLC, is a general partner in Buffalo Forks Ranch LTD, and manager of Texas 4W Land and Cattle.

Employment History
Current Registrations
Bfc Planning, INC.
December 2025 - Present · 10 mos
Berthel, Fisher & Company Financial Services, INC.Broker
December 2025 - Present · 10 mos
Previous Registrations
Moloney Securities Asset Management LLC
February 2016 - December 2025 · 9 yrs 10 mos
Moloney Investment Advisory LLC
February 2016 - December 2016 · 10 mos
Moloney Securities CO., INC.
January 2006 - April 2016 · 10 yrs 3 mos
Moloney Securities CO., INC.Broker
June 2003 - December 2025 · 22 yrs 6 mos
RBC Dain Rauscher INC.
June 2002 - June 2003 · 1 yr
RBC Dain Rauscher INC.Broker
March 1998 - June 2003 · 5 yrs 3 mos
Dain Rauscher IncorporatedBroker
January 1998 - March 1998 · 2 mos
Rauscher Pierce Refsnes, INC.Broker
October 1997 - January 1998 · 3 mos
State Registrations10 states
AZCAFLHIINKSKYNMOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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