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1555 Broadway St, Detroit, MI 48226 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-07-25 |
Branch Locations
265 Center Street Suite 3, Grayslake, IL 60030 • 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. | Grayslake | IL | 09/2011 | 11/2017 |
| Bfc Planning, Inc. | Grayslake | IL | 05/2017 | 11/2017 |
| Usa Financial Securities | Ada | MI | 11/2017 | 11/2017 |
| Cashmore Investments | Grayslake | IL | 09/2009 | Present |
| Berthel Fisher And Company | Grayslake | IL | 11/2017 | 03/2019 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 03/2019 | 01/2022 |
| Peace Of Mind Private Wealth Management Llc. | Brighton | MI | 01/2022 | 01/2023 |
| Signal Advisors Wealth, Llc | Detroit | MI | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-11 |
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