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Marissa Nehlsen

Advisor at BFC PLANNING, Inc.

Updated today

Location

Minot, ND 58701

Credentials

Series 63, Series 65

Industry experience

27 years

About

Marissa Nehlsen is a financial advisor with BFC Planning, Inc. in Minot, ND, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. She has worked with Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. since 2013. Outside of her advisory role, Nehlsen is involved in multiple business activities including leadership coaching, training and speaking, public relations for a nonprofit, and managing financial services companies. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, pension and profit-sharing plans, trusts, and estates through approximately 200 investment adviser representatives. The firm offers financial planning, discretionary and non-discretionary portfolio management, and access to various investment platforms and sub-advisory programs.

Client services

Based on BFC PLANNING, Inc.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on BFC PLANNING, Inc.

Concentrated stock management Options & derivatives strategies Real estate investing

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Fee options

Fixed

Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.

Percentage

$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)

Commissions

Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.

Project-based

$150 to $400 per hour for financial planning and consulting services.

Other

Account minimum: $25,000 Fee-only: Financial planning hourly fees $150 to $400 per hour; fixed fees $100 to $15,000; flat annual fees for ongoing planning services.

Location

701 31st Ave Sw

Minot, ND 58701

Most active in

Florida · North Dakota

Work history

Berthel Fisher & Company Planning, Inc.

2013 - Present (13 years)

Berthel Fisher & Company Financial Services, Inc

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John C

Series 66

Minot, ND

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John Carlson is a financial advisor at Hendrickson Financial Services, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Wealth Plus of the Dakotas, Inc., Capital Financial Holdings, Inc., Voyager Capital Management, LLC, and Capital Financial Services, Inc. Outside of advisory work, he is also involved in fixed insurance sales. Hendrickson Financial Services provides discretionary asset management and financial planning primarily to individual clients, utilizing individualized investment policy statements and risk-tolerance assessments combined with fundamental and technical analysis to manage portfolios.

General retirement planning Retirement income strategy Income planning Wealth management
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Meggan U

Series 63, Series 65

Minot, ND

BFC PLANNING, Inc.

Meggan Urban is a financial advisor at BFC Planning, Inc. in Minot, ND, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at BFC Planning since 2018, previously working at Berthel Fisher & Company Financial Services and Freedom Financial Group. Outside of her advisory role, she is a commissioned Notary Public in Minot. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various sub-advisory and third-party manager programs, with portfolios typically composed of stocks, bonds, mutual funds, and ETFs.

Concentrated stock management Options & derivatives strategies Real estate investing
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Minot, ND

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Brandyn Hendrickson is a financial advisor at American Independent Securities Group, LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at the firm since 2019. Prior to that, he was involved with Curb 2 Curb and Capital Financial Services, Inc. Hendrickson serves as the president of the Minot Optimist Club and is a board member of the Minot Housing Authority. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension plans, charitable organizations, and corporations. The firm employs an open-architecture investment approach, offering portfolio management and third-party manager oversight, with accounts managed on both discretionary and non-discretionary bases.

Options & derivatives strategies
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Minot, ND

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Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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Minot, ND

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Series 66

Minot, ND

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Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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