Best Investors Account Sign in

Bradford Todd Williams

Bfc Planning, Inc.

Cedar Rapids, IA

Midvale, UT

Berthel, Fisher & Company Financial Services, Inc.

Cottonwood Heights, UT

Claim This Profile
Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2016-05-23
  • UT RA
    APPROVED
    Since 2016-05-23

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

Berthel, Fisher & Company Financial Services, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2013-06-17
  • UT RA
    APPROVED
    Since 2013-06-17

Branch Locations

6925 Union Park Center Suite 550, Cottonwood Heights, UT 84047 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berthel Fisher & Company Financial Services, Inc. Bountiful UT 06/2013 Present
Previous Registrations
  • 2012-07-06 → 2013-06-11
    Zions Capital Advisors, Inc.
    Salt Lake City, UT
    Salt Lake City, UT
  • 2005-08-04 → 2012-03-21
    Knox Capital Advisors, Llc
    Draper, UT
  • 2004-09-30 → 2005-07-21
    M Holdings Securities, Inc.
    Draper, UT
  • 2001-03-06 → 2004-09-02
    Osaic Fa, Inc.
    Salt Lake City, UT
Other Businesses

1.BRADFORD TODD WILLIAMS-Y-BOUNTIFUL, UT-FIX INDEXED ANNUITY & VARIABLE INSURANCE-AGENT-07/2013-10-0-INSURANCE SERVICES 2.White Pine Asset Management-Y-Midvale, UT-Investments & Insurance-Owner-11/2017-40-8-Investments & Insurance.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-01-23
  • S66 Uniform Combined State Law Examination
    2001-01-23

View on SEC IAPD

Other Firms

OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BFC PLANNING, INC.

Other Investors

THOMAS THEO FOX
JEFFREY ALAN HILLEMAN
CORY ROBERT SCHIELTZ
THOMAS JOSEPH BURKE
ERIC MICHAEL KAESTNER
KYLE AMBROSE MCLAUGHLIN
BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor