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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED_RES | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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 |
|---|---|---|---|---|
| Advanced Financial Solutions | Kansas City | MO | 08/2004 | Present |
| Moloney Investment Advisory Llc | Manchester | MO | 12/2015 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 12/2016 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Kansas City | MO | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
Advanced Financial Solutions LLC- Y- Kansas City, MO- DBA for securities and investment advisory business- Vice President- 03/2004- 175- 10- DBA for securities and investment advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-15 |
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