Andrew Jake Geiger
Investment Adviser Representative at BFC Planning, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Jake Geiger is an investment adviser representative with BFC Planning, Inc. in Bismarck, ND, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Dakota.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Dakota
- Broker:
1 state or territory
North Dakota
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Berthel, Fisher & Company Financial Services, Inc.Oct 2024 – no end date reportedBismarck, ND
- Bistro 1100Sep 2023 – no end date reportedBismarck, ND
- Dick's Sporting GoodsMay 2023 – Aug 2023Bismarck, ND
- Encore After School ProgramJan 2023 – May 2023Grand Forks, ND
- Paddle TrapMay 2022 – Aug 2022Mandan, ND
- Men's WearhouseJan 2022 – May 2022Grand Forks, ND
- Outdoor Services, Inc.Jun 2021 – Aug 2021Bismarck, ND
- Parks & Rec Activity CenterJun 2020 – Aug 2020Bismarck, ND
- Longhorn SteakhouseJun 2018 – Aug 2019Bismarck, ND
- TouchmarkMar 2017 – Nov 2017Bismarck, ND
- StudentSep 2014 – May 2023Grand Forks, ND
- BFC Planning, Inc.Jun 2025 – no end date reportedBismarck, ND
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BFC Planning, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $25,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 232
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Cedar Rapids, IA
- SEC file number:
- 801-67427
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at BFC Planning, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Jake Geiger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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