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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-05 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moloney Securities Co., Inc. | Manchester | MO | 06/2014 | Present |
| Moloney Investment Advisory Llc | Manchester | MO | 12/2015 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 12/2016 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Greenville | IL | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
SECURITIES, ADVISORY AND INSURANCE ACTIVITIES D/B/A INVESTMENT CENTER, 100 IDLER LANE, GREENVILLE, IL 62246. GREENVILLE CHAMBER OF COMMERCE. 102 NORTH 2ND STREET, GREENVILLE, IL, 62246. BOARD MEMBER. NOT INVESTMENT RELATED. 0.5 HOURS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-30 |
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