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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 | 2016-03-21 |
Branch Locations
305 Old Trolley Road, Summerville, SC 29485 • 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. | Cedar Rapids | IA | 03/2016 | Present |
| Bfc Planning, Inc. | Cedar Rapids | IA | 03/2016 | Present |
1.Koebel Investment & Financial Services-N-Summerville, SC-Insurance Sales-Registered Representative-11/2009-173-173-Financial Advisor and Certified financial planner providing investment, insurance, tax, retirement, estate and financial planning 2.Real Estate Rental-N-Summerville, SC-Renting property-Renter-07/2013-0-0-Rent office space to both a CPA and an attorney.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-01 |
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