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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-01-31 |
Branch Locations
833 Boardman-Canfield Rd Suite 101, Boardman, OH 44512 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc | Boardman | OH | 11/2007 | Present |
| American Financial Services | Boardman | OH | 11/2007 | Present |
| National Association Of Insurance & Financial Advisors (Naifa) | Falls Church | VA | 08/2008 | Present |
| American Financial Investments & Ins Group | Boardman | OH | 11/2007 | Present |
| Bfc Planning, Inc. | Boardman | OH | 01/2014 | Present |
1. AMERICAN FINANCIAL SERVICES-Y-BOARDMAN, OH-INVESTMENT ADVISORY SERVICES-INVESTMENT ADVISOR-3/2009-175-130-FINANCIAL PLANNING, INVESTMENT ADVISORY SERVICES, SECURITIES BUSINESS. 2. AMERICAN FINANCIAL SERVICES-N-BOARDMAN, OH-FIXED INSURANCE-INVESTMENT ADVISOR-5/2006-175-130-SALES OF FIXED INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-12-04 |
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