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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2019-02-11 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
212 N 2Nd Street, Bismarck, ND 58501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Bismarck | ND | 09/2015 | 02/2019 |
| Securities America Advisors | Bismarck | ND | 09/2015 | 02/2019 |
| Berthel Fisher & Company Financial Services, Inc. | Bismarck | ND | 02/2019 | Present |
| Bfc Planning, Inc. | Bismarck | ND | 02/2019 | Present |
1. Freedom Financial Group-Y-Bismarck, ND-Securities and Insurance-Registered Representative-02/2019-180-80-Sale of Securities, Insurance, Brokerage business. 2. Notary-N-Bismarck, ND-Notary Public-Notary-01/2020-1-1-Notarizing documents for clients in the state of ND. 3. Hallett Financial Group-N-Bismarck, ND-Insurance Sales-Insurance Agent-02/2019-160-160-Insurance consulting including Life, Disability and LTC. 4. JMN Roots LLC-N-Bismarck, ND-Manage Property-Manager-05/2021-5-2-Manage property, collect rent, pay expenses, property maintenance and obtain financing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-04 |
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