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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | 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 |
|---|---|---|---|---|
| Planned Investment Co., Inc. | Indianapolis | IN | 11/2002 | 12/2018 |
| Moloney Securities Co., Inc. | Manchester | MO | 12/2018 | 12/2025 |
| Moloney Securities Asset Management, Llc | Manchester | MO | 12/2018 | 12/2025 |
| Berthel, Fisher & Company Financial Services, Inc. | Indianapolis | IN | 12/2025 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 12/2025 | Present |
IHSAA (HIGH SCHOOL ATHLETIC ASSOCIATION), COLUMBUS, IN BUSINESS: OFFICIATING TITLE/POSITION: OFFICIAL DUTIES: OFFICIATING FOOTBALL AND BASKETBALL GAMES TIME DEVOTED: 10 HRS/MONTH . NON WORKING HOURS. D/B/A - PLANNED INVESTMENT CO, INC. INVESTMENTS OFFERED THROUGH BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. 9265 COUNSELORS ROW #150, INDIANAPOLIS, IN 46240. DURING ALL MARKET HOURS. INVESTMENT RELATED. CENTRAL TRI-AXLE INC. - DRIVER. 11960 NORTH HARTMAN DRIVE, EDINBURGH, IN 46124. 6 HOURS DAILY. NOT INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-14 |
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