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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-30 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2010-12-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Meridian | ID | 12/2010 | Present |
| Bfc Planning, Inc. | Meridian | ID | 04/2024 | Present |
1.DEBORAH R JESSEE-N-MERIDIAN, ID-INSURANCE & SECURITIES SALES-FINANCIAL ADVISOR-05/2007-10-10-RECOMMEND/PROVIDE LIFE INSURANCE OR LONG TERM CARE INSURANCE. 2. New Horizons Inc.- N- Meridian, ID- Humanitarian non-profit organization- Board Member- 09/2025- 1- 0- Meet twice a year to discuss the organization. 3. Harvest Church- N- Meridian, ID- Church administration- Part time admin- 04/2026- 55- 0- Front office administration for the church.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-01 |
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