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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-06-01 |
Branch Locations
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2010-04-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Livermore | CA | 01/2010 | Present |
| Bfc Planning, Inc. | Lakewood Ranch | FL | 06/2016 | Present |
1.INVESTMENT WEALTH SOLUTIONS-Y-LAKEWOOD RANCH, FL-SECURITIES/REAL ESTATE-EXECUTIVE DIRECTOR-02/2010-40-8-INVESTMENT SALES. 2.Investment Wealth Solutions-N-Lakewood Ranch, FL-Insurance Sales-Agent-01/2015-5-1-Long Term Health Care Plans & Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-16 |
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