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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2013-12-17 |
Branch Locations
115 N. Roosevelt Street, Aberdeen, SD 57401 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Aberdeen | SD | 11/2002 | Present |
1. FINANCIAL PARTNERS LLC_Y_115 N ROOSEVELT ST., ABERDEEN, SD 57401_DBA_INVESTMENT ADVISOR REPRESENTATIVE_10/1/2015_180_160_SELL INVESTMENT PRODUCTS AVAILABLE THROUGH BERTHEL FISHER 2. Rocky Mountain Elk Foundation-N-Aberdeen, SD-Fundraising-Committee Member-01/2018-0-0-Help facilitate fundraising banquets every spring. 3. Jann Elizabeth Fowler Trust, Successor Trustee-N-Aberdeen, SD-Trustee for sisters account-Successor Trustee-12/2018-0-0-Listed as successor trustee for sisters account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-28 |
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