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 |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-03 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-02-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Minneapolis | MN | 02/2007 | Present |
| Bfc Planning, Inc. | Minneapolis | MN | 02/2020 | Present |
1.EVERGREEN FINANCIAL GROUP-Y-708 N 1ST ST #238, PLYMOUTH, MN -DBA-OPERATIONS MANAGER-05/2004-160-160-MANAGER OFFICE, MARKETING & SCHEDULE SEMINARS 2. AMANDA COONEY-N-PLYMOUTH, MN-SHIPT SHOPPING FOR SHIPT-SHOPPER-08/2021-15-0-SHOPPING AND DELIVERING ORDERS FOR SHIPT. 3. FIXED INSURANCE- N- PLYMOUTH, MN- INSURANCE PRODUCER- 10- 10- SELLING HEALTH AND LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-28 |
Reach out to this advisor