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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2009-04-20 |
Branch Locations
2020 Hurley Way Suite 225, Sacramento, CA 95825 • United States
9245 Laguna Springs Dr. Suite 200, Elk Grove, CA 95758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Elk Grove | CA | 04/2009 | Present |
1.LESTER HOLMES-HEALTH INSURANCE-N-SACRAMENTO, CA-HEALTH INSURANCE THROUGH THE STATE OF CALIFORNIA-INSURANCE AGENT-01/2014-48-2-SELL HEALTH INSURANCE THROUGH THE STATE OF CA UNDER COVERED CA PROGRAM 2.LESTER L HOLMES INSURANCE-N-SACRAMENTO, CA-INSURANCE-AGENT-04/2009-40-1-LIFE, HEALTH AND ANNUITIES SALES 3.HOLMES FINANCIAL-Y-SACRAMENTO, CA-RETIREMENT PLANNING & WEALTH MANAGEMENT-FINANCIAL ADVISOR-04/2009-160-160-RETIREMENT PLANNING AND WEALTH MANAGEMENT 4.LESTER HOLMES-N-SACRAMENTO, CA-RENTAL PROPERTY-EMPLOYEE-10/1988-1-0-RENTAL PROPERTY, DRAFTING PAPERWORK, LEASE AGREEMENT AND RENT COLLECTION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-31 |
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