David Hurlbut (CRD# 6695400) is an Investment Advisor Representative working at Bfc Planning, Inc. in Muscatine, IA and has over 7 years of experience in the finance industry.
CRD# 734479
Cpr Investments Inc.
CRD# 4306798
Quad-cities Investment Group, LLC
CRD# 6683257
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Planning, Inc. | Muscatine, IA | Oct 2016 - Current | 7 |
| Berthel Fisher & Company Financial Services, Inc. | Muscatine, IA | Aug 2016 - Current | 7 |
| Muscatine Power And Water | Muscatine, IA | Oct 2000 - Jan 2018 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- IA
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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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