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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2014-01-14 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
St. Charles, MO • 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. | St. Charles | MO | 03/2003 | Present |
| Bfc Planning, Inc. | St. Charles | MO | 12/2013 | Present |
1.ROBERT BAGBY Insurance-N- St. Charles, MO-Insurance Sales-Agnent-01/1989-1-1-SELLING & SERVICING LIFE AND LONG TERM CARE INSURANCE POLICIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-17 |
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