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2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-06 |
| NC | RA | APPROVED | 2026-01-06 |
Branch Locations
2413 Blue Ridge Rd Suite 201, Raleigh, NC 27607 • United States
Bloomington, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Maple Grove | MN | 09/2012 | 07/2017 |
| Bethany International | Bloomington | MN | 01/2013 | 12/2023 |
| Great Waters Financial | Shoreview | MN | 12/2023 | 12/2025 |
| Guardian Wealth Advisors, Llc | Raleigh | NC | 01/2026 | Present |
1) Faith Homes; Not investment-related; Bloomington, Minnesota; Real Estate; Treasurer; 01/2018; 5 hrs/month 2) LeClair Group; Not investment-related; 6701 Upper Afton Rd, St Paul, MN 55125; Medicare Sales; Medicare Agent; 01/10/2026; 4 hrs/month; Assessing Medicare needs and enrolling in plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-28 |
| S66 | Uniform Combined State Law Examination | 2010-09-30 |
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