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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2016-06-10 |
Branch Locations
10 Aberdeen Drive, Greenville, SC 29605 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2013-11-08 |
Branch Locations
10 Aberdeen Drive, Greenville, SC 29605 • United States
97 Main Street W 103, Edwards, CO 81632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Greenville | SC | 02/2008 | Present |
| Bfc Planning, Inc. | Greenville | SC | 06/2016 | Present |
1.1ST & MAIN LLP-Y-GREENVILLE, SC-INVESTMENTS ADVICE-PARTNER-01/2010-2-2-INVESTMENT ADVICE 2.E&R LLC-N-GREENVILLE, SC-PERSONAL LLC-PRESIDENT-02/2008-2-2-PERSONAL LLC THAT OWNS SHARES OF 1ST & MAIN LLP 3.CRUMP LIFE INSURANCE SERVICES-N-GREENVILLE, SC-INSURANCE-AGENT-01/2010-6-6-FIXED INSURANCE 4.1ST & MAIN INVESTMENT ADVISORS-Y-GREENVILLE, SC-INVESTMENT ADVICE-PARTNER-02/2008-160-160-INVESTMENT ADVICE 5.1st & Main Investment Advisors-Y-Greenville, SC-Insurance Sales-Agent-10/2016-4-1-Insurance Brokerage firm 6.LTCI Partners, LLC-N-Greenville, SC-Insurance-Agent-05/2018-1-1-Long Term Care Insurance Sales 7.Diversified Brokerage Services, Inc.-N-Minneapolis, MN-Insurance Sales-Agent-05/2018-4-4-Life Insurance Sales. 7.1st & Main Investment Group-N-Greenville, SC-Insurance Sales for the Cason Group-Agent-08/2019-5-5-Life insurance general agent for the Cason Group. 8. The Cason Group- N- Charlotte, NC- Fixed insurance- Agent- 01/2024- 3- 0- Sales and service of fixed life, LTC, and DI insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-03 |
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