Best Investors Account Sign in
Current Employers
Berthel, Fisher & Company Financial Services, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-08-23
  • FL RA
    APPROVED
    Since 2018-08-23

Branch Locations

701 31St Avenue Sw, Minot, ND 58701 • United States

St. Petersburg, FL • United States

Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-08-23
ND RA APPROVED 2013-07-22
  • FL RA
    APPROVED
    Since 2018-08-23
  • ND RA
    APPROVED
    Since 2013-07-22

Branch Locations

701 31St Ave Sw, Minot, ND 58701 • United States

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berthel Fisher & Company Financial Services, Inc Minot ND 07/2013 Present
Berthel Fisher & Company Planning, Inc. Minot ND 07/2013 Present
Previous Registrations
Other Businesses

1. FREEDOM FINANCIAL GROUP LLC-Y-Bismarck, ND 58703 -DBA FOR FINANCIAL SERVICES - Financial Professiona/CEO-5/30/2006-64-64-CASE DESIGN AND FINANCIAL ADVISING. 2. HALLETT FINANCIAL GROUP-Y-1131 WESTRAC DR, STE 208, FARGO, ND 58103-INSURANCE BROKERAGE HOUSE-INSURANCE REP-6/1/1993-160-160-INSUSRANCE CONSULTING, LIFE, LTC, VARIABLE LIFE, ANNUITIES. 3.MAGIC CITY HOLDINGS-N-721 N BROADWAY, MINOT, ND 58703-REAL ESTATE HOLDING COMPANY-MANAGER-9/12/2014-20-4-MANAGE TENANTS, AND PROVIDE MAINTENANCE AS REQUIRED. 4. Legal Sheild & Identity Sheild-N-Williston, ND-provide subscribers with attorney & legal advice and protection from identity theft-Independent Contractor-5/12/2016-5-5-Sell monthly services for attorney & legal advice and identity theft 5.Freedom Financial Group-N-Minot, ND-Refer clients to administration program-TASC-12/2017-1-1-Administration program that helps employee benefit plans such as medical reimbursement plans. We identity potential candidates and refer them to an affiliate of TASC who will then contact and sign them up. 6.The Foundation Latin America-N-Minot, ND-Public Relations-Foundation Relations Coordinator-07/2018-40-0-Role consists of public relations which is unpaid. 7.Global Priority Solutions-N-Tampa, FL-Leadership Coaching-Certified Specialist Values Based Leadership-08/2018-4-0-Visit churches and business organizations to provide value based training for their staff, congregations. 8.Nehlsen & Associates, LLC-N-Tampa, FL-Trainer, Coach, Speaker-Manager-08/2016-90-4-Certified Trainer, Coach and Speaker. 9.JMN Roots LLC-N-Bismarck, ND-Manage Property-Manager-05/2021-5-2-Manage property, collect rent, pay expenses, property maintenance and obtain financing. 10. Freedom Financial Group Jamestown LLC- Y- Jamestown, ND- Financial services- CEO- 01/2024- 10- 0- Sell investment and insurance products, and provide financial advice. 11. Freedom Financial Group FLorida LLC- Y- St. Petersburg, FL- Financial services- CEO- 03/2024- 0- 0- Sell investment and insurance products, and provide financial advice. 12. Blue Mountain Forest of Costa Rica LLC- N- Cocoa Beach, FL- Tree farm and milling company- Partner- 02/2025- 2- 0- Advise and make decisions with other partners.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-10
S63 Uniform Securities Agent State Law Examination 1998-07-06
  • S65 Uniform Investment Adviser Law Examination
    2006-10-10
  • S63 Uniform Securities Agent State Law Examination
    1998-07-06
Other Names
  • Marissa Dawn Philipenko

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Minot, ND

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor