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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-06-04 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Ticker Tape Enterprises | Herriman | UT | 09/2003 | 02/2019 |
| Berthel, Fisher & Company Financial Services, Inc. | Tooele | UT | 05/2026 | Present |
| Bfc Planning, Inc. | Tooele | UT | 06/2026 | Present |
| Allegis Investment Services | South Jordan | UT | 11/2016 | 02/2019 |
| Farm Bureau | West Des Moines | IA | 02/2019 | 08/2019 |
| Fbl Marketing Services, Llc | West Des Moines | IA | 02/2019 | 08/2019 |
| Aerotek | Salt Lake City | UT | 05/2021 | 04/2026 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 08/2021 | 11/2025 |
| Unemployed | Bluffdale | UT | 08/2019 | 08/2020 |
| Amazon | West Jordan | UT | 08/2020 | 05/2021 |
Federal Express- N- Magna, UT- Shipping- Package Handler- 08/2026- 85- 0- Handling packages in a shipping warehouse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-22 |
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