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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-21 |
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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Toledo | OH | 01/2016 | 11/2017 |
| Berthel Fisher & Company Financial Services, Inc. | Toledo | OH | 11/2017 | Present |
| Bfc Planning, Inc. | Toledo | OH | 11/2017 | Present |
1. Jeffrey R Utterback-N-Toledo, OH-Market United Health Care Medicare Advantage Plans to provide leads-Agent-02/2018-10-10-Market United Health Care Medicare Advantage Plans to provide leads. 2. Strategic Wealth Management Group, LLC-Y-Toledo, OH-Securities and Insurance sales-Registered Representative-04/2018-160-160-Securities and Life and Health insurance sales. 3. Bay View Yacht Club- N- Toledo, OH- Boating club- Chairman of board of trustees- 01/2021- 10- 0- Manage board of trustees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-03 |
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