Allan Lee Ulrich

25 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Bfc Planning, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

168 advisors

Number of Clients

6,720 clients

Average Client Portfolio

$302K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:$25K

Location

2550 Middle Road, NORTHWEST BK BLDG, Suite 300, Bettendorf, IA, 52722-3298

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Allan is an insurance agent selling fixed and term life insurance products since 2014. This activity is insurance-related.

Employment History

Current Registrations

Bfc Planning, INC.

December 2013 - Present · 12 yrs 2 mos

Berthel, Fisher & Company Financial Services, INC.Broker

July 2011 - Present · 14 yrs 7 mos

Previous Registrations

Berthel Fisher & Company Financial Services, INC.

July 2011 - December 2013 · 2 yrs 5 mos

Edward Jones

February 2007 - July 2011 · 4 yrs 5 mos

Edward JonesBroker

September 2000 - July 2011 · 10 yrs 10 mos

State Registrations16 states

FLIAILINKSKYMDMINCNYOHSCTXVAWAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.