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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2006-03-23 |
Branch Locations
4411 Suwanee Dam Road Suite 555, Suwanee, GA 30024-8708 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Fianancial Services, Inc. | Marion | IA | 09/2005 | Present |
1. LEVEL CREEK WEALTH, INC.-Y-SUWANEE,GA-SECURITIES-OWNER-01/2013-40-2-DAY TO DAY OPERATIONS 2.PNB CONSULTING, LLC-N-SUWANEE, GA-BUSINESS CONSULTING-OWNER-01/2004-10-0-FINANCIAL CONSULTING COMPANY 3.DUNWOODY MORTGAGE SERVICES, LLC-N-SUWANEE, GA-MORTGAGE BROKER-PRESIDENT-12/2002-130-6-RESIDENTIAL MORTGAGE LENDING BUSINESS 4.PAUL BUSINO INSURANCE-N-SUWANEE, GA-INSURANCE-AGENT-01/2013-4-0-SELL FIXED INSURANCE 5.The Crossing Condo Association-N-Suwanee, GA-Condo Association for office-Board member-4/2018-1-0-Interacting with management company on operating of association. 6.Maracay Condo Association-N-Suwanee, GA-Condo Association-Director-07/2020-1-0-Help manage condo association. 8.Suwanee Land Group-N-Suwanee, GA-Holding Company-Owner-12/2007-1-0-Real Estate Holding Company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-07 |
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