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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2012-03-19 |
Branch Locations
308 South State Street, Jerseyville, IL 62052 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Jerseyville | IL | 03/2012 | Present |
| Bfc Planning, Inc. | Jerseyville | IL | 03/2012 | Present |
1. HARDIN FINANCIAL, LLC-Y-JERSEYVILLE, IL- INVESTMENTS & FINANCIAL PLANNING-REGISTERED REPRESENTATIVE-3/2012-100-100-PROVIDE INVESTMENT ADVICE AND FINANCIAL PLANNING. 2. ST FRANCIS XAVIER CEMETERY-N-JERSEYVILLE, IL-CEMETERY-SECRETARY/BOARD MEMBER-07/1995-1-0-RECORD MEETING MINUTES, ADVISE ON UPKEEP OF CEMETERY. 3. PAUL HARDIN-N-JERSEYVILLE, IL-RENTAL PROPERTY-LANDLORD-10/2016-4-0-RENTS APARTMENT ABOVE OFFICE. 4. HARDIN FINANCIAL, LLC- Y- JERSEYVILLE, IL- INSURANCE SALES- AGENT- 3/2012- 3- 3- LICENSED INSURANCE AGENT. 5. CITY OF JERSEYVILLE POLICE PENSION FUND- N- JERSEYVILLE, IL- VICE PRESIDENT- 10/2023- 1- 1- APPROVE BUDGETS, REVIEW STATEMENTS, LEVY TAXES, AND MAKE DISBURSEMENTS FOR THE PLAN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-12 |
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