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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2018-10-22 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Bismarck, ND • United States
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 Financial Services, Inc. | Bismarck | ND | 09/2009 | Present |
| Bfc Planning, Inc. | Bismarck | ND | 10/2018 | Present |
1.RENEW HEALTH COACHING-N-BISMARCK, ND 58501-HEALTH PRODUCTS-ASSISTANT-05/01/2007-5-0-ASSIST WIFE IN PREPARING FOR PRESENTATIONS & INTRODUCE HER ON STAGE 2.BRANNAN FINANCIAL-Y-BISMARCK, ND-SECURITIES-REGISTERED REP-09/2009-160-8-SECURITIES REPRESENTATIVE WITH BERTHEL FISHER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-07 |
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