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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 | 2018-10-16 |
Branch Locations
4501 Coleman Street Suite 208, Bismarck, ND 58503-0997 • United States
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 |
|---|---|---|---|
| ND | RA | APPROVED | 2009-11-13 |
Branch Locations
4501 Coleman Street Suite 208, Bismarck, ND 58503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Bismarck | ND | 10/2009 | Present |
| Bfc Planning, Inc. | Bismarck | ND | 10/2018 | Present |
1. STORMOR LLP-N-6116 Carefree Circle, BISMARCK, ND 58503-COLD STORAGE UNITS-OWNER-06/2006-8 HRS-0 HRS-COLLECT RENT. 2. MILLS INVESTMENT PLANNING INC.-Y-101 SLATE DR., STE 2, BISMARCK, ND 58503-DBA FOR SECURITIES-REGISTERED REPRESENTATIVE-11/03/2014-160-140-HELP CLIENTS FIND SUITABLE INVESTMENT PRODUCTS. 3. Mills Investment Planning-N-Bismarck, ND-Insurance-Agent-05/2018-5-1-Life insurance, Term Life insurance, Variable Universal Life insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-12 |
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