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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 | 2025-07-03 |
Branch Locations
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
4501 Coleman Street Suite 208, Bismarck, ND 58503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel, Fisher & Company Financial Services, Inc. | Bismarck | ND | 10/2024 | Present |
| Bistro 1100 | Bismarck | ND | 09/2023 | Present |
| Dick's Sporting Goods | Bismarck | ND | 05/2023 | 08/2023 |
| Encore After School Program | Grand Forks | ND | 01/2023 | 05/2023 |
| Paddle Trap | Mandan | ND | 05/2022 | 08/2022 |
| Men's Wearhouse | Grand Forks | ND | 01/2022 | 05/2022 |
| Outdoor Services, Inc. | Bismarck | ND | 06/2021 | 08/2021 |
| Parks & Rec Activity Center | Bismarck | ND | 06/2020 | 08/2020 |
| Longhorn Steakhouse | Bismarck | ND | 06/2018 | 08/2019 |
| Touchmark | Bismarck | ND | 03/2017 | 11/2017 |
| Student | Grand Forks | ND | 09/2014 | 05/2023 |
| Bfc Planning, Inc. | Bismarck | ND | 06/2025 | Present |
Mills Investment Planning- Y- Bismarck, ND- DBA for Investments- Financial Professional- 06/2025- 160- 20- Sales of investment products or providing investment advice for a fee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-02 |
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