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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-06-14 |
Branch Locations
401 Jefferson St, Burlington, IA 52601 • 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 |
|---|---|---|---|
| IA | RA | APPROVED | 2015-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Burlington | IA | 05/2015 | Present |
| Bfc Planning, Inc. | Burlington | IA | 06/2019 | Present |
1.Mike Shinn-N-Burlington, IA-Insurance-Agent/Producer-08/2016-2-2-Provide insurance products to clients as needed 2.Danville Athletic Booster Club-N-Danville, IA-Support various athletic teams-Board Member-08/2020-3-0-Help raise money to support various athletic teams within the Danville IA school system. 3. Harvest Financial LLC- Y- Burlington, IA- Owner- 07/2022- 60- 40- DBA for securities and insurance business. 4. 1881 LLC- N- Burlington, IA- Member- 08/2022- 3-1- Owning/operating building with commercial and apartment spaces. 5. Harmony Bible Church- N- Danville, IA- Elder- 01/2024- 15- 0- Assist with spiritual leadership, decisions on facilities, and finances. 6. Harmony Bible Church- N- Danville, IA- Financial Advisory Committee- Committee Member- 06/2024- 4- 0- Aid in overseeing the church's finances. 7. P50 Show Goats- N- Danville, IA- Livestock showings- Partner- 12/2024- 3- 0- Partnership for splitting costs and income on show goats. 8. Danville School CIT Committee- N- Danville, IA- Advisory group- Committee Member- 03/2025- 1- 0- Participate in a career and tech advisory group for the Danville School District.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-11 |
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