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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-05 |
| TX | RA | APPROVED_RES | 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 | 09/2012 | 12/2025 |
| Moloney Investment Advisory Llc | Manchester | MO | 02/2016 | 12/2016 |
| Moloney Securities Asset Management Llc | Manchester | MO | 02/2016 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Manchester | MO | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
D/B/A CP WEALTH MANAGEMENT, FINANCIAL SERVICES. SECURITIES AND INVESTMENT ADVISORY ACTIVITIES OFFERED THROUGH BERHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. HEAD COACH OF THE ST. LOUIS UNIVERSITY HIGH SCHOOL RUGBY TEAM, 4970 OAKLAND AVENUE, ST. LOUIS, MO 63110. NOT INVESTMENT RELATED. 0 HOURS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS. Guest contributor for Top 50 STL Podcast, http://top50stl.com, no compensation, 0 hours devoted to this activity during securities trading hours / MISSOURI VENTURE FORUM, SERVE AS MODERATOR FOR EDUCATIONAL FORUM ON FUNDING WITH EARLY STAGE INVESTORS, INVESTMENT-RELATED, NON-COMPENSATED ACTIVITY, DEVOTING 2 HOURS/MO DURING SECURITIES TRADING HOURS, ACTIVITY START DATE 2/15/17 OWNER - BLOODY-MINDED PUBLISHING, LLC. SELF PUBLISHING FICTIONAL BOOK. NON-INVESTMENT RELATED. 0 HOURS DURING SECURITIES TRADING HOURS. PITCH STL - BOARD MEMBER. FORUM WHERE LOCAL STARTUP COMPANIES GET ASSISTANCE ON THEIR BUSINESS PITCHES AND GENERAL COUNCIL ON OPERATIONAL SUCCESS. NOT INVESTMENT RELATED. CONDUCTED 1 HR/WEEK DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-01 |
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