Daniel Dean Brummel
Investment Adviser Representative at BFC Planning, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Dean Brummel is an investment adviser representative with BFC Planning, Inc. in Pleasant Hill, IA, where they have been registered since 2019. They have worked in the securities industry since 2005 and have been registered with 3 firms, including MML Investors Services, LLC and MSI Financial Services, Inc. They have passed 5 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 Iowa.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
- Broker:
4 states and territories
Arizona, Iowa, Missouri, Texas
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.
- Metropolitan LIFE Insurance CompanyFeb 2007 – Mar 2017New York, NY
- Metlife Securities, Inc.Feb 2007 – Mar 2017New York, NY
- B&l FarmsAug 1996 – Jan 2019Newton, IA
- Massachusetts Mutual Life Insurance CompanyJul 2016 – Jan 2019West Des Moines, IA
- MML Investors Services, LLCMar 2017 – Jan 2019West Des Moines, IA
- Securities Management & Research, Inc.Jan 2019 – no end date reportedPleasant Hill, IA
- BFC Planning, Inc.Jan 2019 – no end date reportedPleasant Hill, IA
Official records & sources
Data as of August 10, 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.
Showing 12 of 232 in the directory
Similar advisors in Pleasant Hill, IA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Dean Brummel 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched