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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-10-03 |
Branch Locations
Moorestown, NJ • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
3 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. | Moorestown | NJ | 01/2010 | Present |
| Bfc Planning, Inc. | Moorestown | NJ | 09/2022 | Present |
1. A&S ASSET MANAGEMENT-Y-MARLTON, NJ-SECURITIES-FINANCIAL ADVISOR-02/2010-160-160-FINANCIAL ADVISING. 2. ASL Associates LLC-N-Moorestown, NJ-Manage real estate building-Managing member-5/2018-2-0-Manage real estate building. 3. 570 Egg Harbor Rd, LLC-N-Moorestown, NJ-Medical Office Building-Member/Investor-10/2019-5-5-Investor in a medical office building. 4. 602 Sherman Ave LLC-N-Moorestown, NJ-Medical Office-Investor/Member-01/2021-5-0-Investor in a Medical Office. 5. 1291 W Sherman Ave LLC-N-Vineland, NJ-Office building-Member/Partner-12/2021-5-5-Manage office building property. 6. 901 Black Horse Pike LLC- N- Turnersville, NJ- Real Estate- Partner/Property Manager- 1/2025- 5- 0- Manage rental property. 7. 310 Egg Harbor Rd LLC- N- Sewell, NJ- Property management- Owner/Manager- 11/2018- 2- 0- Manage rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-29 |
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