Meggan Urban
Advisor at BFC PLANNING, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BFC PLANNING, Inc.
Location
Minot, ND 58701
Credentials
Series 63, Series 65
Industry experience
7 years
About
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.
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
Fee options
Fixed fees for financial planning services generally range from $100 to $15,000; flat annual fees for ongoing planning services.
$0+: up to 2.5% annually $0+: up to 1.5% annually (Held Away Account Management)
Commissions on insurance and brokerage products if implemented through affiliated broker-dealers; may be offset against advisory fees.
$150 to $400 per hour for financial planning and consulting services.
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
Meggan U has reported serving >5 clients in these states in the last 12 months.
North Dakota
Work history
BFC Planning, Inc.
2018 - Present (8 years)
Berthel Fisher & Company Financial Services, Inc.
2017 - Present (9 years)
Freedom Financial Group
2014 - 2017 (3 years)
Minot State University
2013 - 2016 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Jesse G
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First Command Advisory Services
Marissa N
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Minot, ND
BFC PLANNING, Inc.
Gregory B
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Minot, ND
First Command Advisory Services
Bart B
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Minot, ND
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