Best Investors
Account
Sign in
Best Investors
Account
Sign in
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2015-02-20 |
Branch Locations
701 31St Ave Sw, Minot, ND 58701 • 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 |
|---|---|---|---|---|
| Bfc Planning, Inc. | Minot | ND | 01/2015 | Present |
| Berthel Fisher & Company Financial Services, Inc. | Minot | ND | 03/2016 | Present |
1.FREEDOM FINANCIAL GROUP-Y-721 NORTH BROADWAY, MINOT, ND 58703-DBA-REGISTERED INVESTMENT ADVISOR-2/26/2015-160-160-MEETING WITH CLIENTS, FINANCIAL PLANNING, MANAGED MONEY CLIENTS, PROFILING, BUILDING FINANCIAL PLANS. 2.Hallett Financial Group-N-Minot, ND-Insurance Sales-Agent-06/2016-160-160-Sell Life, LTC insurance through BFCFS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-10-30 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-09 |
Reach out to this advisor