Richard Thomas Seal

Current Employers

Employment History

• 02/2008 → Present
  Berthel Fisher & Company Financial Services, Inc
  Provo, UT
• 02/2012 → Present
  Bfc Planning, Inc.
  Marion, IA

Previous Registrations

• 2009-03-24 → 2012-11-19
  Cb Financial Advisors
  Provo, UT
• 2007-10-05 → 2008-02-01
  Independent Financial Group, Llc
  Lindon, UT

Other Businesses

1.Wheelhouse Wealth Management-Y-Eagle Mountain, UT-Fixed Insurance-Agent/Owner-01/2021-5-5-Writing fixed insurance business. 2.Planes Trains & Automobiles Show-N-Orem, UT-Car Show-Committee member-06/2016-10-1-Help organize local car show and auto events 3.GMCAV, LLC-N-American Fork, UT-LLC for personal structure-Owner-11/2017-1-1-Securities LLC for accounting purposes 4.Grumpy Guppies, LLC-N-American Fork, UT-LLC to hold BR Performance Cars-Owner-12/2018-1-0-Manage family business. LLC that will hold BR Performance race cars. 5.Family Trustee-N-American Fork, UT-Act as trustee for mothers special needs situation-Trustee-12/2017-1-0-Act as trustee on a trust for mother in a special needs situation, as well as two other trusts for cousins. 6.Wheelhouse Wealth Management-N-Eagle Mountain, UT-Financial Advisor-Owner-12/2019-160-8-Dba for Financial Services. 7. Wheelhouse Wealth YouTube Channel-Y-Eagle Mountain, UT-Owner-11/2021-5-0-Make and share videos of interest to clients and prospects. 8. Rare Coins of New Hampshire-N-Eagle Mountain, UT-Representative-11/2021- 1-1-Assist clients with buying or selling precious metals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-12-18
• S63 Uniform Securities Agent State Law Examination
  2003-03-21

Other Names

• Rich Seal