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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

DEBORAH ANNE HANSON

Advisor at BFC PLANNING, INC.

ZIONSVILLE, IN | CEDAR RAPIDS, IA

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Search this name across graphsid dfx:ria:5d0c8a12-55e9-76cc-4e4a-de1606972e26

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 27, 2005 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BFC PLANNING, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 2
Registered states: 1
Exams: S63|S66
First exam: May 16, 2003
First registration: Oct 27, 2005
Dual registered: yes, broker-dealer
IAPD individual key: 4649028

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BFC PLANNING, INC.	Bd affiliated wealth	Jan 29, 2024	n/a	yes	ZIONSVILLE, IN\|CEDAR RAPIDS, IA	Current employment
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Bd affiliated wealth	Dec 13, 2011	n/a	yes	ZIONSVILLE, IN	Current employment
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Sep 23, 2008	Oct 12, 2011	no	ZIONSVILLE, IN	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Sep 15, 2008	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Oct 27, 2005	Jan 1, 2008	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN\|ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHASE INVESTMENT SERVICES CORP.	BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	Oct 12, 2011	Dec 13, 2011	62	Firm change	Other
WELLS FARGO ADVISORS	CHASE INVESTMENT SERVICES CORP.	Sep 15, 2008	Sep 23, 2008	8	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Relationships

Registered with (5)

→ BFC PLANNING, INC.Registered adviserregistration: current employment
Jan 29, 2024 to presentfactForm ADV
→ BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviserregistration: current employment
Dec 13, 2011 to presentfactForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Sep 23, 2008 to Oct 12, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Sep 15, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Oct 27, 2005 to Jan 1, 2008factForm ADV

Dated events

No dated event names this entity yet.