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Current Employers
Bfc Planning, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-04-30
  • ID RA
    APPROVED
    Since 2024-04-30

Branch Locations

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

Meridian, ID • United States

Berthel, Fisher & Company Financial Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2010-12-17
  • ID RA
    APPROVED
    Since 2010-12-17

Branch Locations

Meridian, ID • 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 Meridian ID 12/2010 Present
Bfc Planning, Inc. Meridian ID 04/2024 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-01
  • S66 Uniform Combined State Law Examination
    2000-12-01
Other Names
  • Deborah Renae Davis

View on SEC IAPD

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