Patrick Anthony Deorio

Employer firm

Berthel, Fisher & Company Financial Services, Inc. CRD 13609

$906M regulatory AUM 6 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Berthel, Fisher & Company Financial Services, Inc.

4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2003-09-02

OH RA
APPROVED

Since 2003-09-02

Branch Locations

North Canton, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Berthel, Fisher & Company Financial Services, Inc.	Cedar Rapids	IA	03/2003	Present

03/2003 → Present

Berthel, Fisher & Company Financial Services, Inc.

Cedar Rapids, IA

Other Businesses

1.FIRST EAGLE FINANCIAL SERVICES-Y-NORTH CANTON, OH-SECURITIES-OWNER AND INVESTMENT ADVISOR REPRESENTATIVE-2/1998-200-120-INVESTMENT ADVISORY SERVICES;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-03-31
S63	Uniform Securities Agent State Law Examination	1998-07-31

S65 Uniform Investment Adviser Law Examination

1999-03-31
S63 Uniform Securities Agent State Law Examination

1998-07-31

View on SEC IAPD