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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 | 2016-08-02 |
Branch Locations
30 Professional Court Suite 5, Lafayette, IN 47905 • United States
3815 River Crossing Parkway Suite 100, Indianapolis, IN 46240 • 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 | 2009-08-03 |
Branch Locations
30 Professional Court Suite 5, Lafayette, IN 47903 • United States
3815 River Crossing Parkway, Indianapolis, IN 46240 • 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. | Lafayette | IN | 08/2009 | Present |
| Bfc Planning, Inc. | Lafayette | IN | 08/2016 | Present |
1.HOFFMAN FINANCIAL-Y-LAFAYETTE, IN-FINANCIAL SERVICES-PRESIDENT, OWNER-5/2010-200-140-FINANCIAL PLANNING;2.HOFFMAN FINANCIAL-N-LAFAYETTE, IN-FIXED INSURANCE-INSRANCE AGENT-3/2003-10-10-PROVIDE LIFE AND DISABILITY INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-03 |
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