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Scott Michael Brannan

Investment Adviser Representative at BFC Planning, Inc.

Bismarck, NDCRD #4553880Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Scott Michael Brannan is an investment adviser representative with BFC Planning, Inc. in Bismarck, ND, where they have been registered since 2018. They have worked in the securities industry since 2004 and have been registered with 4 firms, including Berthel Fisher & Company Financial Services, Inc. and Morgan Stanley Smith Barney LLC. 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 North Dakota.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
North Dakota
Broker:
2 states and territories

Minnesota, North Dakota

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/22/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 4/7/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/8/2004
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/19/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

BFC Planning, Inc.Current
10/22/2018 – Bismarck, ND
Berthel Fisher & Company Financial Services, Inc.
9/28/2009 – 12/31/2019Cedar Rapids, IA
Morgan Stanley Smith Barney LLC
6/1/2009 – 10/15/2009Bismark, ND
Citigroup Global Markets Inc.
11/7/2007 – 6/1/2009Bismark, ND

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Berthel Fisher & Company Financial Services, Inc.
    Sep 2009 – no end date reportedBismarck, ND
  2. BFC Planning, Inc.
    Oct 2018 – no end date reportedBismarck, ND

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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Scott Michael Brannan 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.

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Scott Michael Brannan (BFC Planning) - Fees & Credentials