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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-08 |
| OH | RA | APPROVED | 2025-04-01 |
Branch Locations
4366 Boardman-Canfield Rd, Canfield, OH 44406 • United States
900 W South Boundary Bldg 5B, Perrysburg, OH 43551 • United States
1201 30Th Street Nw Suite 201B, Canton, OH 44709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Maumee | OH | 06/2015 | 08/2019 |
| Bfc Planning, Inc. | Marion | IA | 09/2017 | 08/2019 |
| The Strategic Financial Alliance, Inc, | Atlanta | GA | 08/2019 | 02/2025 |
| Strategic Blueprint, Llc | Atlanta | GA | 08/2019 | 02/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | Present |
1. NAME OF OTHER BUSINESS: LEHNER SHOPE WEALTH GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR INVESTMENT BUSINESS; START DATE: 04/2021; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ACT AS ONE OF THE TWO MANAGING PARTNERS FOR THE DBA; 2. NAME OF OTHER BUSINESS: LEHNER SHOPE LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PAYROLL LLC WE RUN ALL PAYROLL THROUGH; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: PRESIDENT, MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: LLC WE RUN PAYROLL THROUGH FOR OUR EMPLOYEES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-14 |
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