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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2017-01-04 |
Branch Locations
75 W Lockwood Suite B1, Webster Groves, MO 63119 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Leaders Group Inc | Littleton | CO | 10/2009 | 12/2016 |
| Berthel Fisher & Company Financial Services, Inc. | Webster Groves | MO | 01/2017 | Present |
| Berthel Fisher & Company Planning, Inc. | Webster Groves | MO | 01/2017 | Present |
1. Webster Groves Masonic Lodge #84-Fraternal Organization-Noble/Brother-1/2000-16 hrs-4 hrs-Raise awareness of children's health. 2. Palazzolo & Associates-Y-75 W Lockwood Ave Ste B1, Webster Groves, MO 63119-DBA-Registered Representative-03/09-120 hrs-100 hrs-Provide transactional investment accounts for clients. 3. Palazzolo & Associates-Y-75 W Lockwood Ave, Webster Groves, MO 63119-Insurance Sales-Principal-3/1/2009-10 to 15 hrs - 10 hrs.- Oversee management of clients, manage 8 independent agents 4.Connect to Docs Telemedicine Product-N-Webster Groves, MO-Marketing-President-1-1-Marketing of Telemedicine Products through sales, websites, newspaper ads for individuals and groups of telemedicine services 5.Social Fraternal Organization for Children-N-Webster Groves, MN-Child Awareness-Noble/Brother-01/2000-2-0-Social organization to raise awareness for children's health 6.Matthew Palazzolo Insurance-N-Webster Groves, MO-Insurance Sales-Agent-05/2018-15-2-Sell Life Insurance, Disability & Longterm Care insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-08 |
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