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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-24 |
Branch Locations
8269 113Th Street, Seminole, FL 33772 • 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 |
|---|---|---|---|---|
| The Party Corp. | Orlando | FL | 09/2015 | 09/2017 |
| Senior Financial Services. | Seminole | FL | 06/2018 | 08/2018 |
| University Of Central Florida. | Orlando | FL | 08/2016 | 05/2018 |
| Berthel Fisher & Company Financial Services, Inc. | Seminole | FL | 08/2018 | Present |
| Bfc Planning, Inc. | Seminole | FL | 08/2023 | Present |
1. Senior Financial Services- Y- Seminole, FL- Fixed insurance- Agent- 01/2019- 0- 0- Life and health insurance business. 2. Senior Financial Services- N- Seminole, FL- Tax preparation- Tax preparer- 02/2022- 5-0- Prepare federal and state income tax returns. 3. Eric Sines- N- Seminole, FL- Office cleaning- 07/2023- 4- 0- Office cleaning. 4. Eric Sines- N- Seminole, FL- Accounting services- 07/2023- 2- 0- Puts together a weekly expense report for a business in the same office complex. 5. Freedom Financial Group- Y- Seminole, FL- DBA for securities and insurance business- Financial Professional- 07/2025- 15- 0- Senior Financial Service and Freedom Financial Group have established a business relationship and will work together on some securities and/or insurances cases.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-23 |
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