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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 | 2019-09-24 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 12/2014 | 09/2019 |
| Securian Financial Services, Inc | St Paul | MN | 12/2014 | 09/2019 |
| Securian Financial Advisors Of Nd | Mandan | ND | 12/2014 | 09/2019 |
| Berthel Fisher & Company Financial Services, Inc. | Bismarck | ND | 09/2019 | Present |
| Bfc Planning, Inc. | Bismarck | ND | 09/2019 | Present |
1.BAK Wealth Management-N-Bismarck, ND-Financial Planning-Financial Advisor-02/2020-40-32-DBA for Financial Planning/Investing. 2.BAK Wealth Management (Insurance)-N-Bismarck, ND-Insurance Sales-Financial Advisor-09/2020-10-10-Recommending life insurance (Term/Permanent) based on client goals and needs keeping their best interest in mind.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-17 |
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