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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-29 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • UNITED STATES
Marion, IA • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2011-11-02 |
Branch Locations
Marion, IA • 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 |
|---|---|---|---|---|
| Bfc Planning, Inc. | Marion | IA | 11/2011 | Present |
| Berthel Fisher & Company Financial Services, Inc. | Marion | IA | 01/2016 | Present |
1.Insurance Sales-N- Marion, IA-Insurance-Agent-11/2011-30-1.5-Sales of Insurance products, mostly life insurance. 2.Charitable Fund - The Greater Cedar Rapids Community Foundation-N- Cedar Rapids, IA -Charity-Co Advisor of Charitable Fund-5/5/2012-1-0-Select Non-Profit charity to receive grant from fund. 3.St. Joseph's Catholic Church Fun Days Raffle Ticket Committee-N-Marion, IA-Fun Days Event-Raffle Ticket Manager-11/2018-1-0-Handle general duties, market and sales of raffle tickets for St. Joseph's Catholic Church.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-01 |
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