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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-29 |
Branch Locations
1455 W Oak Street Suite C, Zionsville, IN 46077 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2011-12-13 |
Branch Locations
1455 W. Oak St. Suite C, Zionsville, IN 46077 • 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 And Company Financial Services, Inc. | Zionsville | IN | 12/2011 | Present |
| Bfc Planning, Inc. | Zionsville | IN | 01/2024 | Present |
1.HANSON FINANCIAL LLC-Y-ZIONSVILLE, IN-FINANCIAL SERVICES AND INSURANCE SALES-OWNER-12/2011-60-33-FINANCIAL SERVICES, WEALTH MANAGEMENT, SALES & SERVICE FOR FIXED ANNUITIES, LIFE INSURANCE, & LONG-TERM CARE 2.The Honey Jar-N-Lebanon, IN-Honeybee Farm-Owner-07/2019-20-0-Raise honeybee's and harvest honey to sell. 3. Blue Skies Lodging- N- Lebanon, IN- Short term rental- Owner- 09/2024- 0- 0- Cabin rental in the Smoky Mountains.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-16 |
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