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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-03-02 |
| NY | RA | APPROVED | 2022-03-02 |
Branch Locations
41 W Putnam Ave, Greenwich, CT 06830 • United States
West Harrison, NY • 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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | White Plains | NY | 08/2009 | 03/2022 |
| Bfc Planning, Inc. | White Plains | NY | 04/2021 | 04/2021 |
| Ameriprise Financial Services Llc | Greenwich | CT | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-04-13 |
| S66 | Uniform Combined State Law Examination | 2000-01-24 |
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