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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-23 |
Branch Locations
701 31St Avenue Sw, Minot, ND 58701 • United States
St. Petersburg, FL • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-23 |
| ND | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Minot | ND | 07/2013 | Present |
| Berthel Fisher & Company Planning, Inc. | Minot | ND | 07/2013 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-06 |
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