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2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-08 |
| NJ | RA | APPROVED | 2018-08-22 |
| AZ | RA | APPROVED | 2018-08-13 |
Branch Locations
1250 E Missouri Avenue, Phoenix, AZ 85014 • United States
2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • 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. | Phoenix | AZ | 01/2013 | 08/2018 |
| Bfc Planning, Inc. | Phoenix | AZ | 06/2016 | 08/2018 |
| Dynamic Wealth Advisors Dba Stf Wealth Management | Phoenix | AZ | 08/2018 | Present |
1.REVEAL THE ROCKEFELLER WITHIN(AUTHOR)-N-PHOENIX,AZ-AUTHOR-AUTHOR-03/2009-0-0-AUTHOR 2.The Hefar Group, Phoenix AZ, Educating parents on College Planning and Financial Aid. Not investment related. 3.Villa Potrero, LLC. North Phoenix, AZ. LLC is for plot of land-Owner/Member as of 7/2016 Chris has no duties or authority. Not investment related. 4.STF Insurance Services, LLC-N-Phoenix, AZ-Insurance Sales-Financial Advisor as of 03/2018. Insurance services including Term, Whole Life, Universal Life & Indexed Universal Life and he receives commissions for the products sold. 5. UMortgage N-Phoenix, AZ-Loans-Loan Originator and Branch Manager as of 07/2026. Not investment related and he receives compensation for loans sold.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-08 |
| S66 | Uniform Combined State Law Examination | 2002-03-08 |
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