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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2015-05-04 |
Branch Locations
4501 Coleman Street Suite 208, Bismarck, ND 58503-0997 • 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. | Bismarck | ND | 06/2000 | Present |
| Bfc Planning, Inc. | Bismarck | ND | 04/2015 | Present |
1. BENNING FINANCIAL SERVICES-Y-101 Slate Drive, ste 2 BISMARCK, ND 58503-DBA-OWNER-05/2007-80-80-SECURITIES. 2. BENNING FINANCIAL-Y-222 7TH ST NW, HAZEN, ND 58545-DBA-OWNER-10/2010-40-30-INVESTMENT PLANNING. 3. Roers Real Estate Development-Y-Des Moines, IA-Rental Property-Investor-11/1/2015-0-0-Part owner of an apartment building, 2% ownership. 4. Benning Enterprises-N-Bismarck, ND-Checkbook-Owner-05/2007-0-0-Name of Checkbook. 5. Ryan Benning -N- Rental Income-N-Bismarck, ND-Renting office space-Lessor-08/2020-0-0-Renting office space to Lindoll Law Office. 6. Ascend Wealth Team- Y- DBA for securities business- Owner- 10/2024- 100- 5- Investment & Financial Advising.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-17 |
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