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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2019-06-14
  • IA RA
    APPROVED
    Since 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

Berthel, Fisher & Company Financial Services, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2015-06-24
  • IA RA
    APPROVED
    Since 2015-06-24

Branch Locations

401 Jefferson Street, Burlington, IA 52601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berthel Fisher & Company Financial Services, Inc. Burlington IA 05/2015 Present
Bfc Planning, Inc. Burlington IA 06/2019 Present
Previous Registrations
  • 2006-03-22 → 2008-12-31
    Sorrento Pacific Financial, Llc
    Memphis, TN
    West Burlington, IA
  • 2006-01-31 → 2006-03-01
    Investment Centers Of America, Inc.
    West Burlington, IA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-23
S63 Uniform Securities Agent State Law Examination 2004-09-11
  • S66 Uniform Combined State Law Examination
    2015-06-23
  • S63 Uniform Securities Agent State Law Examination
    2004-09-11
Other Names
  • Michael Shinn
  • Michael T Shinn
  • Michael Todd Shinn

View on SEC IAPD

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