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Inactive

Matthew Richard Samek

Bfc Planning, Inc.

Cedar Rapids, IA

Berthel, Fisher & Company Financial Services, Inc.

Cedar Rapids, IA

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Current Employers
Bfc Planning, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2013-12-06
  • IA RA
    APPROVED
    Since 2013-12-06

Branch Locations

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Berthel, Fisher & Company Financial Services, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2013-11-21
  • IA RA
    APPROVED
    Since 2013-11-21

Branch Locations

4201 42Nd Street Ne, Suite 100, Cedar Rapids, IA 52402-7101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Berthel Fisher & Company Financial Services, Inc. Cedar Rapids IA 08/2012 Present
Bfc Planning, Inc. Cedar Rapids IA 12/2013 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-21
  • S65 Uniform Investment Adviser Law Examination
    2013-11-21

View on SEC IAPD

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VALIC FINANCIAL ADVISORS, INC.
ACCEL WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
BFC PLANNING, INC.

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BLAKE DANIEL HELMS
Noah Lee Nabb

Other Offices

OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
OSAIC WEALTH, INC. · CEDAR RAPIDS, IA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CEDAR RAPIDS, IA
VALIC FINANCIAL ADVISORS, INC. · CEDAR RAPIDS, IA
ACCEL WEALTH MANAGEMENT · Cedar Rapids, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Cedar Rapids, IA
EDWARD JONES · CEDAR RAPIDS, IA
STATE FARM INVESTMENT MANAGEMENT CORP. · Hiawatha, IA

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