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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-10-21 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
101 S. Main St. Suite 200, Decatur, IL 62523 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2008-03-04 |
Branch Locations
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 | Decatur | IL | 02/2008 | Present |
| Bfc Planning, Inc. | Decatur | IL | 10/2020 | Present |
1.KOZ'S CAGE-N-DECATUR, IL-BASEBALL INSTRUCTION-INSTRUCTOR-11/2005-40-0-BASEBALL HITTING LESSONS NOV-APRIL;2.DECATUR PARK DISTRICT/DECATUR COMMODORES BASEBALL-N-DECATUR, IL-BASEBALL COACH-COACH-6/2014-80-10-BASEBALL COACH JUNE & JULY ONLY;3.KEVIN KOSLOFSKI-N-DECATUR, IL-FIXED INSURANCE-AGENT-3/2013-5-1-Solicitation, sales, and service of fixed insurance products; 4. ST PAUL'S LUTHERAN CHURCH FOUNDATION-N-DECATUR, IL-CHURCH-TREASURER-1/2006-10-0-PREPARE FINANCIAL REPORTS, ATTEND MONTHLY BOARD MEETINGS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-01 |
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