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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2016-05-24 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
6925 Union Park Center Suite 550, Midvale, UT 84047 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2013-01-11 |
Branch Locations
6925 Union Park Center Suite 550, Cottonwood Heights, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Bountiful | UT | 01/2013 | Present |
1.MOMENTUM REAL ESTATE, LLC-Y-BOUNTIFUL, UT-REAL ESTATE BROKERAGE-ASSOCIATE BROKER-01/2022-40-40-ASSOCIATE REAL ESTATE BROKER 2.Kerry G. Judd, CPA-N-Midvale, UT-Tax Consulting-CPA-12/1979-20-5-Tax Consulting & Preparation of returns 3.White Pine Asset Management-Y-Midvale, UT-Investments & Insurance-Advisor-11/2017-40-8-Investments & Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-31 |
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