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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-10-19 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • 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 |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Cedar Rapids | IA | 10/2020 | Present |
| Coe College | Cedar Rapids | IA | 08/2012 | 06/2017 |
| H2Recruiting | Cedar Rapids | IA | 06/2017 | 08/2019 |
| 1St Ayd Corp | Cedar Rapids | IA | 08/2019 | 10/2020 |
| Bfc Planning, Inc. | Cedar Rapids | IA | 10/2021 | Present |
Wagner Investment Group- Y- Cedar Rapids, IA- DBA for securities business- Financial Professional- 10/2021- 840- 840- Sell securities products and provide investment advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-27 |
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