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Clayton, MO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-07-28 |
| NE | RA | APPROVED | 2023-12-15 |
| KS | RA | APPROVED | 2023-12-11 |
| MO | RA | APPROVED | 2023-11-09 |
| TX | RA | APPROVED_RES | 2023-10-31 |
Branch Locations
222 S Central Ave Suite 801, Clayton, MO 63105 • United States
Clayton, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Kansas City | MO | 09/2014 | 07/2023 |
| Berthel Fisher & Company Planning, Inc. | Kansas City | MO | 09/2014 | 07/2023 |
| Aspire Wealth Management | Overland Park | KY | 06/2021 | 11/2022 |
| Virtual Investment Planning Llc | Clayton | MO | 07/2023 | Present |
| Azodi Cpa & Investment Pc | Kansas City | MO | 05/1998 | Present |
| Income Tax Center | Kansas City | MO | 08/2018 | 12/2022 |
| America's Financial Center | Kansas City | MO | 11/2012 | Present |
1. AMERICA'S FINANCIAL CENTER, LLC-Y-KANSAS CITY, MO-SECURITIES-Manager/OWNER-03/2019-160-160-Provide Wealth Management, Insurance, Taxes, 401K store, Estate Planning. 2. AZODI CPA & INVESTMENT P-D/B/A AS AZODI CPA AND ADVANTAGE TAX SERVICES-N-KANSAS CITY, MO -PROVIDE ACCOUNTING & TAX SERVICES, BOOK AUTHOR-CPA-10/1991-50-3-ACCOUNTING & TAX SERVICES, RECEIVES COMPENSATION DUE TO SALE OF BOOK.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-20 |
| S66 | Uniform Combined State Law Examination | 1998-07-01 |
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