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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 | 2020-03-09 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
212 N 2Nd Street, Bismarck, ND 58501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Best Buy | Minot | ND | 11/2009 | 11/2017 |
| Freedom Financial Group, Llc | Minot | ND | 02/2016 | 03/2020 |
| Bfc Planning, Inc. | Bismarck | ND | 02/2016 | Present |
| Berthel, Fisher & Company Financial Services, Inc. | Bismarck | ND | 02/2023 | Present |
1.Freedom Financial Group-Y-Minot, ND-DBA for Financial Services-Investment Advisor Representative-3/2020-160-160-Financial Planning. 2.Freedom Financial Group- N- Minot, ND- Fixed Insurance- Agent- 01/2022- 160- 80- Selling long term and life insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2020-03-06 |
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