Sarah Maire Berner

Current Employers

Employment History

• 11/2014 → 11/2018
  Securities Management & Research, Inc.
  Cedar Rapids, IA
• 11/2014 → 11/2018
  Berthel Fisher & Company Financial Services, Inc.
  Cedar Rapids, IA
• 10/2018 → 11/2018
  Bfc Planning, Inc.
  Cedar Rapids, IA
• 11/2018 → Present
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA
• 11/2018 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA

Previous Registrations

• 2007-10-30 → 2018-11-02
  Berthel, Fisher & Company Financial Services, Inc.
  Elkton, KY
  Troy, MI
  Cedar Rapids, IA
  Greenwich, CT
  Chicago, IL
• 2018-10-12 → 2018-11-02
  Bfc Planning, Inc.
  Cedar Rapids, IA
• 2006-05-02 → 2007-10-30
  Vsr Financial Services, Inc.
  Des Moines, IA
  Overland Park, KS
  Overland Park, KS
• 2004-08-13 → 2006-05-03
  Ameriprise Financial Services, Llc
  West Des Moines, IA
  Des Moines, IA

Other Businesses

1.INDEPENDENT INSURANCE AGENT, LISBON, IA, 8/2004 FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 12/YR - 0/TRADING. 2.WILKIE LIQUORS, 724 1ST ST NE, MOUNT VERNON, IA, 1/2018 AS VICE PRESIDENT/CO-OWNER. NIR - 25/YR - 0/TRADING. 3.BERNER CONCRETE AND SNOW REMOVAL, 955 MARTHA ST, LISBON, IA, 9/2016 AS SECRETARY/TREASURER. PREPARE BIDS AND INVOICES FOR SERVICES. NIR - 5/MO - 0/TRADING. 4.BEAU DYLANS INC, 218 E HWY 30, LISBON, IA, 3/2018 AS CO-OWNER TENDING BAR, PROVIDING CUSTOMER SERVICE, MARKETING, AND ADVERTISING ASSISTANCE. NIR - 40/MO - 0/TRADING. 5.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. SEE EMPLOYMENT FOR START DATE.

Exams

• S66 Uniform Combined State Law Examination
  2004-07-26

Other Names

• Sarah Marie Iverson
• Sarah Maire Iverson