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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-12-05 |
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 |
|---|---|---|---|---|
| Moloney Securities Co., Inc | Manchester | MO | 03/2005 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Manchester | MO | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
Waters Edge Home Owners Association - Board Member. 35 Water's Edge Ct., Lake Ozark, MO 65049. Not Investment related. Not conducted during trading hours. DeSherlia & Wieser Wealth Management- Financial Advisor- Manchester, MO- Fee-based business- 12/2025- Approx. 5 hours per month during trading hours- Fee-based Business through BFC Planning RIA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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