Mark Bakkum (CRD# 6420037) is an Investment Advisor Representative working at Bfc Planning, Inc. in Bismarck, ND and has over 8 years of experience in the finance industry.
CRD# 5993843
Newedge Advisors
CRD# 2114908
Edward Jones
CRD# 5257646
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Bismarck, ND | Sep 2019 - Current | 4 |
| Bfc Planning, Inc. | Bismarck, ND | Sep 2019 - Current | 4 |
| Minnesota Life Ins Co | St Paul, MN | Dec 2014 - Sep 2019 | 4 |
| Securian Financial Services, Inc. | St Paul, MN | Dec 2014 - Sep 2019 | 4 |
| Securian Financial Advisors Of Nd | Mandan, ND | Dec 2014 - Sep 2019 | 4 |
| Western State Bank | West Fargo, ND | Mar 2013 - Apr 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- ND
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Total Assets Under Management1,839MILLIONS
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Total Number of Accounts8,749ACCOUNTS
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Average Account Value$210,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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