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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-01-03 |
Branch Locations
220 S Pine St, Telluride, CO 81435 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Securities Inc. | Camarillo | CA | 11/2012 | 12/2022 |
| Mutual Advisors, Llc | Casper | WY | 06/2013 | 12/2022 |
| Berthel, Fisher & Company Financial Services, Inc. | Telluride | CO | 01/2023 | Present |
| Bfc Planning, Inc. | Telluride | CO | 01/2023 | Present |
1. DYLAN BROOKS FINANCIAL PLANNING- Y- TELLURIDE, CO- INDEPENDENT INSURANCE AGENCY- OWNER- 01/2023- 3- 2- SALES OF HEALTH, DISABILITY, AND LIFE INSURANCE. 2. TELLURIDE REPERTORY THEATRE, INC- N- TELLURIDE, CO- NON-PROFIT THEATRE- BOARD MEMBER- 09/2008- 3- 0- ATTEND BOARD MEETINGS. 3. 1ST & MAIN INVESTMENTS- Y- TELLURIDE, CO- DBA FOR SECURITIES BUSINESS- FINANCIAL PROFESSIONAL- 160- 160- ADVISORY ACCOUNTS AND INVESTMENT SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-24 |
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