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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2013-01-02 |
Branch Locations
4411 Suwanee Dam Road Suite 555, Suwanee, GA 30024-8708 • United States
2 disclosure categories 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. | Suwanee | GA | 01/2013 | Present |
1.LEVEL CREEK WEALTH MANAGEMENT-Y-SUWANNE,GA-INVESTMENTS-AGENT-01/2013-40-40-SELL INVESTMENTS AND INSURANCE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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