Douglas GoodmundsonCRD Number: 5353795
Current Firm: Bfc Planning, Inc.
Douglas Goodmundson (CRD# 5353795) is an Investment Advisor Representative working at Bfc Planning, Inc. in Maple Grove, MN and has over 6 years of experience in the finance industry.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|Berthel Fisher & Company Financial Services, Inc.||Maple Grove, MN||Feb 2014 - Current||2|
|Berthel Fisher & Company, Planning Inc.||Maple Grove, MN||Dec 2013 - Current||2|
|Berthel Fisher & Company Financial Services, Inc.||Maple Grove, MN||Apr 2013 - Feb 2014||< 1|
|National Planning Corporation||Maple Grove, MN||Dec 2012 - Apr 2013||< 1|
|Argent Car Service||St Louis Park, MN||Nov 2011 - Dec 2012||1|
|Storehouse Consulting||Golden Valley, MN||Mar 2011 - Oct 2011||< 1|
|Ameriprise Financial Services Inc.||New Prague, MN||Oct 2009 - Feb 2011||1|
|Windsong Golf Club||Maple Plain, MN||Jul 2009 - Sep 2009||< 1|
|Hazeltine National Golf Club||Chaska, MN||Jul 2009 - Sep 2009||< 1|
|Northwestern Mutual Financial Network||Edina, MN||Jun 2008 - Jun 2009||1|
|Saint Olaf College||Northfield, MN||Sep 2005 - May 2008||2|
|Northwestern Mutual Financial Network||Edina, MN||Jun 2007 - Aug 2007||< 1|
|American Jumberjack Shows||Stillwater, MN||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management226MILLIONS
Total Number of Accounts1,960ACCOUNTS
Average Account Value$115,102
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, WI, WV
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