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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-24 |
Branch Locations
339 Hideaway Lane Central, Hideaway, TX 75771 • 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 |
|---|---|---|---|
| TX | RA | APPROVED | 2003-06-27 |
Branch Locations
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. | Hideaway | TX | 11/2002 | Present |
| Bfc Planning, Inc. | Hideaway | TX | 01/2020 | Present |
1. CHILDS CAPITAL GROUP-Y-LINDALE, TX-FINANCIAL PLANNING-PRESIDENT-11/2002-200-6.5-FINANCIAL PLANNING, ASSET MANAGEMENT SERVICES FOR FEE-BASED CLIENTS, LIFE INSURANCE & ALTERNATIVE INVESTMENTS 2. Business Network International Northeast Texas-N-Hideaway, TX-Business Networking-Vice President-10/2018-10-2-Asked to be vice president for a business networking group. Responsibilities include heading up the membership committee team, helping give a report at the weekly meeting on the number of referrals and visitors. 3. Smart Alternatives, LLC-N-Hideaway, TX-Tax Planning-Member-12/2018-2-0-Established for Tax Planning. All fee-based business payout runs through an account at BTH bank. 4. LIFEWAVE- N- HIDEAWAY, TX- WELLNESS PATCHES- BRAND PARTNER- 03/2025- 10- 0- SELL WELLNESS PATCHES AND ENCOURAGE OTHERS TO SELL THEM TOO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-18 |
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